+7.3%
SBUX vs DASH
-30.7%
+38.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.6% | -4.5% | +6.1% | +2.6% |
| 30D | +14.8% | -6.8% | +21.6% | +16.3% |
| 3M | -0.8% | -20.7% | +19.9% | +3.9% |
| 6M | +2.2% | +15.1% | -12.8% | -2.2% |
| YTD | +29.5% | -24.3% | +53.7% | +35.2% |
| 1Y | +27.0% | -12.1% | +39.2% | +27.7% |
| 3Y | +10.9% | +91.1% | -80.1% | -9.5% |
| All | +7.3% | -30.7% | +38.0% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling