-12.7%
DASH vs BTI
+17.4%
-30.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.4% |
| 7D | -2.8% | -0.1% | -2.6% | -2.8% |
| 30D | -9.3% | +9.6% | -18.9% | -8.2% |
| 3M | -15.1% | +8.3% | -23.4% | -14.3% |
| 6M | +8.7% | +7.5% | +1.2% | +10.1% |
| YTD | -21.3% | +12.3% | -33.6% | -17.7% |
| 1Y | -12.7% | +16.2% | -28.9% | -9.0% |
| All | -12.7% | +17.4% | -30.1% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling