+7.4%
DASH vs RMD
-19.3%
+26.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -4.5% |
| 7D | -10.6% | -5.0% | -5.6% | -8.5% |
| 30D | +2.2% | +2.2% | -0.1% | +0.9% |
| 3M | +32.3% | +17.8% | +14.4% | +22.1% |
| 6M | +19.1% | -11.3% | +30.5% | +25.0% |
| YTD | -6.5% | -4.4% | -2.1% | -5.6% |
| 1Y | -14.9% | -15.7% | +0.8% | -9.2% |
| 3Y | +151.9% | +47.7% | +104.2% | +83.2% |
| All | +7.4% | -19.3% | +26.7% | +3.1% |
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