+8.3%
DASH vs BTI
+9.0%
-0.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.2% | -9.6% | -9.4% |
| 7D | +0.5% | +3.3% | -2.8% | +0.5% |
| 30D | -7.1% | +19.0% | -26.1% | -5.6% |
| 3M | -13.2% | +6.4% | -19.6% | -13.2% |
| 6M | +8.3% | +7.7% | +0.6% | +9.9% |
| All | +8.3% | +9.0% | -0.7% | +9.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling