-29.3%
DASH vs BTI
+153.9%
-183.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | -4.5% | +1.6% | -6.2% | -4.8% |
| 30D | -6.8% | +9.2% | -16.0% | -7.9% |
| 3M | -20.7% | +9.6% | -30.3% | -21.7% |
| 6M | +15.1% | -2.4% | +17.5% | +15.3% |
| YTD | -24.3% | +14.2% | -38.5% | -26.5% |
| 1Y | -12.1% | +20.3% | -32.4% | -15.8% |
| 3Y | +91.1% | +147.4% | -56.4% | +42.6% |
| All | -29.3% | +153.9% | -183.3% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling