-5.2%
DASH vs RACE
+100.8%
-106.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.9% |
| 7D | +0.4% | +5.1% | -4.7% | -2.9% |
| 30D | -6.0% | +7.7% | -13.7% | -10.6% |
| 3M | -15.8% | +2.2% | -17.9% | -16.9% |
| 6M | +7.0% | +23.8% | -16.8% | -8.2% |
| YTD | -20.7% | +13.9% | -34.6% | -29.1% |
| 1Y | -8.5% | +3.8% | -12.3% | -12.4% |
| 3Y | +101.8% | +28.0% | +73.7% | +32.2% |
| 5Y | -9.6% | +64.9% | -74.5% | -60.6% |
| All | -5.2% | +100.8% | -106.0% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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