-5.2%
DASH vs BTI
+141.3%
-146.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | +0.3% |
| 7D | +0.4% | -1.0% | +1.4% | +0.5% |
| 30D | -6.0% | +13.0% | -19.0% | -7.3% |
| 3M | -15.8% | +3.7% | -19.4% | -16.1% |
| 6M | +7.0% | +3.7% | +3.3% | +6.2% |
| YTD | -20.7% | +10.6% | -31.3% | -22.2% |
| 1Y | -8.5% | +17.1% | -25.6% | -11.3% |
| 3Y | +101.8% | +140.2% | -38.4% | +62.2% |
| 5Y | -9.6% | +152.2% | -161.8% | -22.8% |
| All | -5.2% | +141.3% | -146.5% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling