+47.1%
DASH vs RGTI
+53.5%
-6.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.8% | -4.6% |
| 7D | -10.6% | -2.5% | -8.1% | -10.4% |
| 30D | +2.2% | -9.4% | +11.6% | +2.8% |
| 3M | +32.3% | -37.1% | +69.4% | +36.4% |
| 6M | +19.1% | -14.4% | +33.5% | +18.3% |
| YTD | -6.5% | -31.4% | +24.9% | -5.9% |
| 1Y | -14.9% | +0.5% | -15.4% | -18.0% |
| 3Y | +151.9% | +726.1% | -574.1% | +63.4% |
| 5Y | +9.4% | +56.2% | -46.8% | +9.5% |
| All | +47.1% | +53.5% | -6.5% | +12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling