-9.4%
DASH vs BIL
+19.4%
-28.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -7.1% | 0.0% | -7.1% | -8.5% |
| 3M | -13.2% | +0.3% | -13.5% | -16.2% |
| 6M | +8.3% | +1.2% | +7.1% | -0.5% |
| YTD | -20.6% | +2.4% | -23.0% | -32.1% |
| 1Y | -24.4% | +3.0% | -27.4% | -37.5% |
| 3Y | +94.5% | +13.1% | +81.4% | -1.6% |
| 5Y | -9.4% | +19.4% | -28.8% | -75.2% |
| All | -9.4% | +19.4% | -28.8% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 5y: compounded portfolio wealth divided by compounded BIL 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…
5y analysis · Full analysis span regression · 6 months rolling