-12.2%
DASH vs RGEN
+9.1%
-21.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -2.3% |
| 7D | -4.1% | -1.2% | -2.9% | -3.8% |
| 30D | -10.6% | -5.1% | -5.5% | -9.5% |
| 3M | -18.8% | +0.5% | -19.3% | -19.9% |
| 6M | +11.2% | +46.6% | -35.4% | -3.1% |
| YTD | -23.8% | +1.6% | -25.4% | -26.2% |
| 1Y | -12.2% | +5.4% | -17.6% | -14.8% |
| All | -12.2% | +9.1% | -21.3% | -14.8% |
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