-12.1%
DASH vs RGEN
+8.1%
-20.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -4.5% | -3.3% | -1.3% | -3.7% |
| 30D | -6.8% | -5.8% | -1.0% | -5.4% |
| 3M | -20.7% | +0.2% | -20.9% | -21.7% |
| 6M | +15.1% | +56.8% | -41.7% | -2.3% |
| YTD | -24.3% | +2.4% | -26.7% | -26.6% |
| 1Y | -12.1% | +11.4% | -23.6% | -13.6% |
| All | -12.1% | +8.1% | -20.3% | -13.6% |
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