-9.4%
DASH vs RACE
+65.1%
-74.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.3% | -7.1% | -7.7% |
| 7D | +0.5% | +5.7% | -5.1% | -3.3% |
| 30D | -7.1% | +9.3% | -16.4% | -12.7% |
| 3M | -13.2% | +3.8% | -17.0% | -15.4% |
| 6M | +8.3% | +29.8% | -21.5% | -10.9% |
| YTD | -20.6% | +15.6% | -36.2% | -30.2% |
| 1Y | -24.4% | +5.1% | -29.5% | -28.4% |
| 3Y | +94.5% | +30.8% | +63.7% | +16.4% |
| 5Y | -9.4% | +67.4% | -76.9% | -66.9% |
| All | -9.4% | +65.1% | -74.5% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling