+7.4%
DASH vs RCAT
+183.7%
-176.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.6% | -4.5% |
| 7D | -10.6% | -1.4% | -9.2% | -10.5% |
| 30D | +2.2% | -3.3% | +5.5% | +2.2% |
| 3M | +32.3% | -43.2% | +75.5% | +37.0% |
| 6M | +19.1% | -43.2% | +62.3% | +22.0% |
| YTD | -6.5% | +5.5% | -12.1% | -9.4% |
| 1Y | -14.9% | -1.6% | -13.2% | -17.9% |
| 3Y | +151.9% | +773.7% | -621.8% | +97.4% |
| All | +7.4% | +183.7% | -176.3% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling