-14.9%
DASH vs RRX
+14.9%
-29.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.6% |
| 7D | -10.6% | +3.4% | -14.0% | -10.5% |
| 30D | +2.2% | -11.1% | +13.3% | +2.0% |
| 3M | +32.3% | -23.7% | +56.0% | +31.5% |
| 6M | +19.1% | -22.0% | +41.1% | +17.5% |
| YTD | -6.5% | +16.5% | -23.0% | -14.6% |
| 1Y | -14.9% | +11.5% | -26.4% | -20.5% |
| All | -14.9% | +14.9% | -29.8% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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