+102.1%
DASH vs RMD
+60.1%
+42.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.5% | -8.9% | -9.3% |
| 7D | +0.5% | -5.3% | +5.9% | +1.9% |
| 30D | -7.1% | +8.4% | -15.5% | -9.3% |
| 3M | -13.2% | +7.1% | -20.3% | -15.0% |
| 6M | +8.3% | +15.8% | -7.5% | +3.4% |
| YTD | -20.6% | +0.2% | -20.7% | -21.3% |
| 1Y | -24.4% | -1.4% | -23.0% | -25.0% |
| All | +102.1% | +60.1% | +42.0% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling