-16.8%
DASH vs RMD
-6.1%
-10.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -2.8% | +3.1% | -5.9% | -4.0% |
| 30D | -9.3% | +1.8% | -11.1% | -10.2% |
| 3M | -15.1% | +6.7% | -21.8% | -17.8% |
| 6M | +8.7% | +13.9% | -5.2% | +1.4% |
| YTD | -21.3% | -2.0% | -19.3% | -21.6% |
| 1Y | -12.7% | -5.4% | -7.3% | -11.8% |
| 3Y | +103.8% | +67.4% | +36.4% | +35.8% |
| 5Y | -16.8% | -5.7% | -11.1% | -24.9% |
| All | -16.8% | -6.1% | -10.7% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling