-4.5%
DASH vs RRX
+67.3%
-71.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -1.3% |
| 7D | -4.8% | +12.3% | -17.1% | -8.5% |
| 30D | -7.9% | +9.5% | -17.5% | -10.9% |
| 3M | -16.3% | +1.8% | -18.1% | -17.4% |
| 6M | +10.4% | -15.3% | +25.7% | +12.8% |
| YTD | -20.1% | +29.6% | -49.7% | -33.6% |
| 1Y | -11.4% | +34.1% | -45.5% | -28.0% |
| 3Y | +114.1% | +74.0% | +40.1% | +38.3% |
| 5Y | -5.8% | +14.7% | -20.5% | -28.3% |
| All | -4.5% | +67.3% | -71.8% | -32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling