-5.2%
DASH vs BHP
+104.0%
-109.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | +0.4% | +0.9% | -0.5% | +0.2% |
| 30D | -6.0% | -6.3% | +0.2% | -3.9% |
| 3M | -15.8% | -7.1% | -8.6% | -13.9% |
| 6M | +7.0% | -3.2% | +10.2% | +6.6% |
| YTD | -20.7% | +37.9% | -58.6% | -31.4% |
| 1Y | -8.5% | +49.7% | -58.2% | -23.6% |
| 3Y | +101.8% | +51.7% | +50.1% | +63.0% |
| 5Y | -9.6% | +122.0% | -131.6% | -33.3% |
| All | -5.2% | +104.0% | -109.2% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling