-5.9%
DASH vs RRX
+66.5%
-72.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -2.8% | 0.0% | -2.8% | -2.9% |
| 30D | -9.3% | +9.0% | -18.3% | -12.1% |
| 3M | -15.1% | +4.0% | -19.1% | -16.8% |
| 6M | +8.7% | -15.7% | +24.5% | +11.3% |
| YTD | -21.3% | +29.0% | -50.3% | -34.5% |
| 1Y | -12.7% | +35.2% | -47.9% | -29.3% |
| 3Y | +103.8% | +67.7% | +36.1% | +34.2% |
| 5Y | -16.8% | +14.9% | -31.7% | -36.7% |
| All | -5.9% | +66.5% | -72.5% | -32.9% |
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