-12.1%
DASH vs RDW
+29.0%
-41.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.4% |
| 7D | -4.5% | +7.2% | -11.8% | -4.9% |
| 30D | -6.8% | -10.3% | +3.5% | -6.6% |
| 3M | -20.7% | -41.4% | +20.7% | -19.2% |
| 6M | +15.1% | -32.5% | +47.6% | +13.9% |
| YTD | -24.3% | +1.7% | -26.0% | -27.3% |
| 1Y | -12.1% | +39.0% | -51.2% | -18.1% |
| All | -12.1% | +29.0% | -41.2% | -18.1% |
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