-17.2%
DASH vs RDW
+9.7%
-26.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.9% | +13.3% | +8.6% |
| 7D | +17.2% | -14.3% | +31.5% | +18.2% |
| 30D | +3.6% | -26.0% | +29.5% | +5.5% |
| 3M | -1.9% | -27.4% | +25.5% | -0.2% |
| 6M | +15.1% | -10.6% | +25.7% | +9.4% |
| YTD | -12.3% | +1.6% | -13.9% | -23.5% |
| 1Y | -17.2% | +11.1% | -28.3% | -31.0% |
| All | -17.2% | +9.7% | -26.9% | -31.0% |
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