+7.4%
DASH vs BTI
+115.0%
-107.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.5% |
| 7D | -10.6% | -1.4% | -9.2% | -10.4% |
| 30D | +2.2% | -6.6% | +8.8% | +3.1% |
| 3M | +32.3% | -3.0% | +35.3% | +32.6% |
| 6M | +19.1% | -6.7% | +25.8% | +19.8% |
| YTD | -6.5% | +0.6% | -7.1% | -7.5% |
| 1Y | -14.9% | +5.6% | -20.5% | -16.9% |
| 3Y | +151.9% | +110.3% | +41.6% | +95.1% |
| All | +7.4% | +115.0% | -107.6% | -14.3% |
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