+4.8%
DASH vs RACE
+108.7%
-103.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.3% | +4.1% | +5.3% |
| 7D | +17.2% | +9.9% | +7.3% | +9.6% |
| 30D | +3.6% | +12.8% | -9.2% | -4.8% |
| 3M | -1.9% | +7.4% | -9.2% | -6.7% |
| 6M | +15.1% | +27.6% | -12.5% | -3.5% |
| YTD | -12.3% | +18.4% | -30.7% | -23.9% |
| 1Y | -17.2% | +9.5% | -26.8% | -23.9% |
| 3Y | +114.7% | +33.9% | +80.8% | +35.6% |
| 5Y | -4.3% | +74.9% | -79.1% | -59.9% |
| All | +4.8% | +108.7% | -103.9% | -61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling