+101.8%
DASH vs BTI
+139.2%
-37.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | -0.3% |
| 7D | +0.4% | -1.0% | +1.4% | +0.3% |
| 30D | -6.0% | +13.0% | -19.0% | -5.1% |
| 3M | -15.8% | +3.7% | -19.4% | -15.5% |
| 6M | +7.0% | +3.7% | +3.3% | +7.4% |
| YTD | -20.7% | +10.6% | -31.3% | -19.8% |
| 1Y | -8.5% | +17.1% | -25.6% | -7.4% |
| 3Y | +101.8% | +140.2% | -38.4% | +98.5% |
| All | +101.8% | +139.2% | -37.4% | +98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling