-9.5%
DASH vs RCAT
+347.1%
-356.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | -4.5% | -5.9% | +1.4% | -4.4% |
| 30D | -6.8% | -19.7% | +12.9% | -6.3% |
| 3M | -20.7% | -62.9% | +42.2% | -18.3% |
| 6M | +15.1% | -59.6% | +74.6% | +17.7% |
| YTD | -24.3% | -52.1% | +27.8% | -23.3% |
| 1Y | -12.1% | -50.9% | +38.8% | -11.2% |
| 3Y | +91.1% | +333.8% | -242.7% | +87.2% |
| 5Y | -30.3% | +40.7% | -71.0% | -31.8% |
| All | -9.5% | +347.1% | -356.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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