-17.2%
DASH vs BTG
+24.4%
-41.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.7% | -0.4% | +6.9% |
| 7D | +17.2% | -0.2% | +17.4% | +17.0% |
| 30D | +3.6% | -0.8% | +4.3% | +3.4% |
| 3M | -1.9% | +31.8% | -33.7% | -6.2% |
| 6M | +15.1% | +20.4% | -5.3% | +9.9% |
| YTD | -12.3% | +14.7% | -27.0% | -18.6% |
| 1Y | -17.2% | +29.4% | -46.6% | -29.0% |
| All | -17.2% | +24.4% | -41.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling