-14.9%
DASH vs RBA
-26.5%
+11.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -5.0% | -4.8% |
| 7D | -10.6% | -2.9% | -7.6% | -9.4% |
| 30D | +2.2% | -12.3% | +14.4% | +7.9% |
| 3M | +32.3% | -20.5% | +52.8% | +43.0% |
| 6M | +19.1% | -18.5% | +37.7% | +26.2% |
| YTD | -6.5% | -18.2% | +11.7% | -0.2% |
| 1Y | -14.9% | -27.5% | +12.6% | -5.8% |
| All | -14.9% | -26.5% | +11.7% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling