-5.1%
DASH vs BIL
+19.3%
-24.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | -7.1% | 0.0% | -7.1% | -8.3% |
| 3M | -13.2% | +0.3% | -13.5% | -15.9% |
| 6M | +8.3% | +1.2% | +7.1% | +0.3% |
| YTD | -20.6% | +2.4% | -23.0% | -31.1% |
| 1Y | -24.4% | +3.0% | -27.4% | -36.4% |
| 3Y | +94.5% | +13.1% | +81.4% | +4.8% |
| 5Y | -9.4% | +19.4% | -28.8% | -69.9% |
| All | -5.1% | +19.3% | -24.4% | -68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling