-0.2%
DASH vs RGTI
+64.2%
-64.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.3% | -5.7% |
| 7D | -11.2% | +5.5% | -16.6% | -11.6% |
| 30D | -7.3% | -11.9% | +4.6% | -6.5% |
| 3M | +31.4% | -27.4% | +58.8% | +34.0% |
| 6M | +11.9% | -7.1% | +18.9% | +10.3% |
| YTD | -11.5% | -28.6% | +17.1% | -11.2% |
| 1Y | -20.0% | +4.4% | -24.4% | -23.3% |
| 3Y | +143.9% | +698.5% | -554.6% | +58.7% |
| 5Y | -0.2% | +64.2% | -64.4% | -11.3% |
| All | -0.2% | +64.2% | -64.4% | -11.3% |
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