+24.8%
SBUX vs DASH
-2.1%
+26.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +4.9% | -2.8% | +7.7% | +5.4% |
| 30D | +21.2% | -9.3% | +30.4% | +23.0% |
| 3M | +5.7% | -15.1% | +20.7% | +8.3% |
| 6M | +6.0% | +8.7% | -2.7% | +3.4% |
| YTD | +32.9% | -21.3% | +54.2% | +36.6% |
| 1Y | +33.3% | -12.7% | +45.9% | +34.1% |
| 3Y | +13.0% | +103.8% | -90.8% | -3.6% |
| 5Y | +8.8% | -16.8% | +25.6% | -9.7% |
| All | +24.8% | -2.1% | +26.9% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling