+153.0%
DASH vs BUD
+50.7%
+102.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.6% |
| 7D | -10.6% | +0.3% | -10.8% | -10.6% |
| 30D | +2.2% | -5.7% | +7.8% | +2.8% |
| 3M | +32.3% | +3.1% | +29.2% | +31.7% |
| 6M | +19.1% | +7.9% | +11.2% | +17.7% |
| YTD | -6.5% | +27.3% | -33.8% | -10.9% |
| 1Y | -14.9% | +37.8% | -52.7% | -20.6% |
| All | +153.0% | +50.7% | +102.3% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling