-5.9%
DASH vs BTI
+145.8%
-151.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -10.2% | -3.0% | -7.2% | -9.9% |
| 30D | -8.2% | +9.8% | -18.0% | -9.2% |
| 3M | -15.9% | +9.2% | -25.1% | -16.8% |
| 6M | +13.3% | +4.0% | +9.3% | +12.5% |
| YTD | -21.3% | +12.7% | -34.0% | -23.0% |
| 1Y | -11.1% | +15.9% | -27.1% | -13.6% |
| 3Y | +103.8% | +148.9% | -45.1% | +62.5% |
| 5Y | -21.6% | +152.8% | -174.4% | -33.3% |
| All | -5.9% | +145.8% | -151.8% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling