-20.0%
DASH vs BTG
+29.7%
-49.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.9% | -2.5% | -5.0% |
| 7D | -11.2% | +4.8% | -16.0% | -11.7% |
| 30D | -7.3% | +8.3% | -15.7% | -8.3% |
| 3M | +31.4% | +32.3% | -0.9% | +26.1% |
| 6M | +11.9% | +3.0% | +8.9% | +10.0% |
| YTD | -11.5% | +21.9% | -33.4% | -16.2% |
| 1Y | -20.0% | +28.2% | -48.2% | -25.3% |
| All | -20.0% | +29.7% | -49.7% | -25.3% |
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