-11.3%
DASH vs RMD
-4.7%
-6.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -4.8% | +1.2% | -6.0% | -5.2% |
| 30D | -7.9% | +2.5% | -10.4% | -8.9% |
| 3M | -16.3% | +11.5% | -27.9% | -19.1% |
| 6M | +10.4% | +14.7% | -4.3% | +4.7% |
| YTD | -20.1% | -1.3% | -18.8% | -18.6% |
| All | -11.3% | -4.7% | -6.6% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling