+11.7%
DASH vs BTG
+21.6%
-9.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.4% |
| 7D | -10.6% | -0.9% | -9.7% | -10.5% |
| 30D | +2.2% | +36.8% | -34.7% | -3.7% |
| 3M | +32.3% | +23.1% | +9.2% | +26.7% |
| 6M | +19.1% | +3.5% | +15.6% | +16.6% |
| YTD | -6.5% | +25.5% | -32.0% | -12.4% |
| 1Y | -14.9% | +40.1% | -55.0% | -22.5% |
| 3Y | +151.9% | +101.1% | +50.8% | +107.1% |
| 5Y | +9.4% | +70.6% | -61.1% | -8.4% |
| All | +11.7% | +21.6% | -9.9% | -10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling