+11.7%
DASH vs BUD
+23.7%
-12.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -10.6% | +0.3% | -10.8% | -10.7% |
| 30D | +2.2% | -5.7% | +7.8% | +4.3% |
| 3M | +32.3% | +3.1% | +29.2% | +30.4% |
| 6M | +19.1% | +7.9% | +11.2% | +14.8% |
| YTD | -6.5% | +27.3% | -33.8% | -16.7% |
| 1Y | -14.9% | +37.8% | -52.7% | -27.2% |
| 3Y | +151.9% | +49.8% | +102.1% | +98.1% |
| 5Y | +9.4% | +43.8% | -34.4% | -16.1% |
| All | +11.7% | +23.7% | -12.0% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling