-5.2%
DASH vs BNS
+131.1%
-136.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +0.4% | -2.2% | +2.6% | +2.5% |
| 30D | -6.0% | +5.1% | -11.2% | -9.1% |
| 3M | -15.8% | +4.7% | -20.5% | -18.5% |
| 6M | +7.0% | +19.0% | -12.1% | -6.4% |
| YTD | -20.7% | +28.2% | -48.8% | -34.4% |
| 1Y | -8.5% | +43.4% | -51.9% | -30.5% |
| 3Y | +101.8% | +143.1% | -41.3% | 0.0% |
| 5Y | -9.6% | +77.3% | -86.9% | -42.6% |
| All | -5.2% | +131.1% | -136.3% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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