-5.1%
DASH vs BUD
+31.1%
-36.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.8% | -11.2% | -10.1% |
| 7D | +0.5% | +7.1% | -6.6% | -2.0% |
| 30D | -7.1% | +12.7% | -19.7% | -11.0% |
| 3M | -13.2% | 0.0% | -13.2% | -13.3% |
| 6M | +8.3% | +7.6% | +0.7% | +5.0% |
| YTD | -20.6% | +35.0% | -55.6% | -30.8% |
| 1Y | -24.4% | +37.6% | -62.0% | -34.8% |
| 3Y | +94.5% | +51.5% | +43.0% | +53.8% |
| 5Y | -9.4% | +50.2% | -59.7% | -32.1% |
| All | -5.1% | +31.1% | -36.2% | -30.4% |
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 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