-14.9%
DASH vs RDW
+24.9%
-39.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.5% | -6.2% | -4.7% |
| 7D | -10.6% | -3.1% | -7.4% | -10.3% |
| 30D | +2.2% | -1.8% | +3.9% | +2.1% |
| 3M | +32.3% | -50.9% | +83.1% | +39.1% |
| 6M | +19.1% | +13.5% | +5.6% | +11.0% |
| YTD | -6.5% | +38.6% | -45.1% | -19.2% |
| 1Y | -14.9% | +28.3% | -43.2% | -26.3% |
| All | -14.9% | +24.9% | -39.8% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling