-4.5%
DASH vs RBA
+46.1%
-50.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | -0.4% |
| 7D | -4.8% | +2.5% | -7.3% | -5.8% |
| 30D | -7.9% | +11.6% | -19.5% | -12.6% |
| 3M | -16.3% | +1.5% | -17.8% | -17.2% |
| 6M | +10.4% | -6.6% | +17.0% | +12.2% |
| YTD | -20.1% | -6.3% | -13.8% | -19.0% |
| 1Y | -11.4% | -4.0% | -7.5% | -11.3% |
| 3Y | +114.1% | +47.3% | +66.8% | +71.6% |
| 5Y | -5.8% | +47.7% | -53.4% | -29.4% |
| All | -4.5% | +46.1% | -50.6% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling