-9.4%
DASH vs RCAT
+25.6%
-35.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -14.9% | +5.5% | -8.2% |
| 7D | +0.5% | -32.6% | +33.1% | +3.6% |
| 30D | -7.1% | -46.3% | +39.2% | -2.5% |
| 3M | -13.2% | -60.7% | +47.5% | -6.9% |
| 6M | +8.3% | -67.4% | +75.6% | +16.5% |
| YTD | -20.6% | -57.1% | +36.5% | -17.7% |
| 1Y | -24.4% | -63.8% | +39.4% | -21.0% |
| 3Y | +94.5% | +268.1% | -173.6% | +56.6% |
| 5Y | -9.4% | +25.2% | -34.6% | -12.5% |
| All | -9.4% | +25.6% | -35.1% | -12.5% |
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