+101.8%
DASH vs RBA
+42.3%
+59.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.4% |
| 7D | +0.4% | +4.3% | -3.9% | -1.1% |
| 30D | -6.0% | +16.3% | -22.4% | -11.4% |
| 3M | -15.8% | +1.3% | -17.1% | -16.4% |
| 6M | +7.0% | -11.1% | +18.0% | +10.4% |
| YTD | -20.7% | -8.5% | -12.2% | -18.9% |
| 1Y | -8.5% | -2.1% | -6.4% | -8.8% |
| 3Y | +101.8% | +44.6% | +57.2% | +94.4% |
| All | +101.8% | +42.3% | +59.5% | +94.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling