-5.8%
DASH vs RGTI
+16.9%
-22.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.5% | -9.8% | -0.2% |
| 7D | -4.8% | +21.6% | -26.4% | -6.5% |
| 30D | -7.9% | -7.5% | -0.4% | -7.6% |
| 3M | -16.3% | -27.6% | +11.3% | -14.5% |
| 6M | +10.4% | -31.5% | +41.9% | +11.6% |
| YTD | -20.1% | -41.4% | +21.3% | -18.8% |
| 1Y | -11.4% | -61.6% | +50.1% | -7.3% |
| 3Y | +114.1% | +1,136.2% | -1,022.1% | +30.8% |
| 5Y | -5.8% | +19.7% | -25.5% | -17.2% |
| All | -5.8% | +16.9% | -22.7% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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