-14.9%
DASH vs RGEN
+45.2%
-60.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.3% |
| 7D | -10.6% | -4.9% | -5.6% | -9.5% |
| 30D | +2.2% | +5.7% | -3.5% | +0.6% |
| 3M | +32.3% | +32.4% | -0.2% | +22.7% |
| 6M | +19.1% | +33.2% | -14.1% | +10.0% |
| YTD | -6.5% | +2.3% | -8.8% | -10.6% |
| 1Y | -14.9% | +39.0% | -53.9% | -18.3% |
| All | -14.9% | +45.2% | -60.1% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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