-4.5%
DASH vs RCAT
+429.4%
-433.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +11.4% | -10.7% | +0.3% |
| 7D | -4.8% | +1.1% | -5.9% | -4.9% |
| 30D | -7.9% | -22.0% | +14.1% | -7.3% |
| 3M | -16.3% | -51.1% | +34.8% | -14.6% |
| 6M | +10.4% | -56.6% | +67.0% | +12.6% |
| YTD | -20.1% | -43.3% | +23.2% | -19.5% |
| 1Y | -11.4% | -51.5% | +40.1% | -10.5% |
| 3Y | +114.1% | +411.4% | -297.3% | +108.6% |
| 5Y | -5.8% | +74.4% | -80.2% | -8.2% |
| All | -4.5% | +429.4% | -433.9% | +6.0% |
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