+7.4%
DASH vs RGEN
-42.4%
+49.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.2% |
| 7D | -10.6% | -4.9% | -5.6% | -8.8% |
| 30D | +2.2% | +5.7% | -3.5% | -0.3% |
| 3M | +32.3% | +32.4% | -0.2% | +16.7% |
| 6M | +19.1% | +33.2% | -14.1% | +3.7% |
| YTD | -6.5% | +2.3% | -8.8% | -9.2% |
| 1Y | -14.9% | +39.0% | -53.9% | -28.6% |
| 3Y | +151.9% | -4.6% | +156.6% | +125.2% |
| All | +7.4% | -42.4% | +49.8% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling