-5.2%
DASH vs RMD
+16.5%
-21.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.6% |
| 7D | +0.4% | +2.3% | -2.0% | -0.5% |
| 30D | -6.0% | +4.1% | -10.2% | -7.9% |
| 3M | -15.8% | +5.7% | -21.5% | -18.1% |
| 6M | +7.0% | +12.9% | -5.9% | +0.4% |
| YTD | -20.7% | -1.5% | -19.2% | -21.1% |
| 1Y | -8.5% | -4.8% | -3.8% | -8.0% |
| 3Y | +101.8% | +57.5% | +44.3% | +46.1% |
| 5Y | -9.6% | -5.5% | -4.1% | -17.3% |
| All | -5.2% | +16.5% | -21.7% | -26.3% |
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