-4.5%
DASH vs RGEN
-1.5%
-3.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.5% |
| 7D | -4.8% | +3.5% | -8.3% | -6.1% |
| 30D | -7.9% | +2.9% | -10.8% | -9.3% |
| 3M | -16.3% | +9.2% | -25.5% | -20.4% |
| 6M | +10.4% | +44.9% | -34.5% | -7.7% |
| YTD | -20.1% | +9.2% | -29.3% | -25.4% |
| 1Y | -11.4% | +25.3% | -36.7% | -22.4% |
| 3Y | +114.1% | +21.7% | +92.3% | +67.4% |
| 5Y | -5.8% | -34.5% | +28.7% | -8.8% |
| All | -4.5% | -1.5% | -3.0% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling