-5.9%
DASH vs RMD
+18.1%
-24.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.8% |
| 7D | -10.2% | -0.8% | -9.4% | -9.9% |
| 30D | -8.2% | +1.7% | -9.9% | -9.1% |
| 3M | -15.9% | +6.4% | -22.3% | -18.4% |
| 6M | +13.3% | +20.7% | -7.4% | +3.3% |
| YTD | -21.3% | -0.2% | -21.1% | -22.2% |
| 1Y | -11.1% | -4.5% | -6.6% | -10.7% |
| 3Y | +103.8% | +70.5% | +33.3% | +41.0% |
| 5Y | -21.6% | -1.6% | -20.0% | -29.1% |
| All | -5.9% | +18.1% | -24.0% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling