+11.7%
DASH vs RBA
+27.4%
-15.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -5.0% | -4.8% |
| 7D | -10.6% | -2.9% | -7.6% | -9.3% |
| 30D | +2.2% | -12.3% | +14.4% | +8.3% |
| 3M | +32.3% | -20.5% | +52.8% | +45.4% |
| 6M | +19.1% | -18.5% | +37.7% | +29.1% |
| YTD | -6.5% | -18.2% | +11.7% | +1.2% |
| 1Y | -14.9% | -27.5% | +12.6% | -2.6% |
| 3Y | +151.9% | +38.1% | +113.9% | +107.9% |
| 5Y | +9.4% | +44.8% | -35.4% | -17.2% |
| All | +11.7% | +27.4% | -15.7% | -14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling