-5.2%
DASH vs BUD
+29.2%
-34.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.4% |
| 7D | +0.4% | +4.5% | -4.1% | -1.2% |
| 30D | -6.0% | +12.5% | -18.6% | -10.0% |
| 3M | -15.8% | 0.0% | -15.7% | -15.8% |
| 6M | +7.0% | +3.8% | +3.2% | +5.1% |
| YTD | -20.7% | +33.1% | -53.7% | -30.5% |
| 1Y | -8.5% | +35.5% | -44.1% | -20.7% |
| 3Y | +101.8% | +49.4% | +52.4% | +60.3% |
| 5Y | -9.6% | +48.0% | -57.6% | -31.8% |
| All | -5.2% | +29.2% | -34.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling