+41.3%
SBUX vs DASH
-16.7%
+58.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.3% | -3.6% | +3.8% |
| 7D | +6.3% | +17.2% | -10.9% | +4.6% |
| 30D | +16.2% | +3.6% | +12.6% | +15.5% |
| 3M | +5.1% | -1.9% | +7.0% | +5.1% |
| 6M | +5.7% | +15.1% | -9.4% | +4.4% |
| YTD | +32.6% | -12.3% | +45.0% | +33.1% |
| 1Y | +41.3% | -17.2% | +58.6% | +42.0% |
| All | +41.3% | -16.7% | +58.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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