+7.4%
DASH vs RACE
+93.6%
-86.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -3.2% |
| 7D | -10.6% | -2.5% | -8.0% | -8.9% |
| 30D | +2.2% | +0.8% | +1.4% | +1.4% |
| 3M | +32.3% | +17.2% | +15.1% | +17.7% |
| 6M | +19.1% | +13.6% | +5.5% | +7.7% |
| YTD | -6.5% | +12.2% | -18.7% | -16.2% |
| 1Y | -14.9% | -16.3% | +1.4% | -5.6% |
| 3Y | +151.9% | +36.4% | +115.5% | +42.9% |
| All | +7.4% | +93.6% | -86.2% | -59.5% |
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