+3.0%
SBUX vs DASH
-9.9%
+12.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +12.6% | -6.0% | +18.7% | +13.8% |
| 3M | +0.8% | -15.8% | +16.6% | +4.1% |
| 6M | +0.2% | +7.0% | -6.8% | -2.6% |
| YTD | +27.4% | -20.7% | +48.1% | +31.6% |
| 1Y | +31.5% | -8.5% | +40.0% | +31.0% |
| 3Y | +9.3% | +101.8% | -92.5% | -11.4% |
| All | +3.0% | -9.9% | +12.9% | -20.7% |
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