-8.5%
DASH vs BUD
+36.0%
-44.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | -0.2% |
| 7D | +0.4% | +4.5% | -4.1% | +0.5% |
| 30D | -6.0% | +12.5% | -18.6% | -4.7% |
| 3M | -15.8% | 0.0% | -15.7% | -16.5% |
| 6M | +7.0% | +3.8% | +3.2% | +7.2% |
| YTD | -20.7% | +33.1% | -53.7% | -12.2% |
| 1Y | -8.5% | +35.5% | -44.1% | +3.2% |
| All | -8.5% | +36.0% | -44.5% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling