-11.1%
DASH vs RRX
+36.7%
-47.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | +0.1% |
| 7D | -10.2% | +5.4% | -15.6% | -10.0% |
| 30D | -8.2% | +12.0% | -20.2% | -7.6% |
| 3M | -15.9% | +6.1% | -22.0% | -15.7% |
| 6M | +13.3% | -13.2% | +26.5% | +11.8% |
| YTD | -21.3% | +31.0% | -52.3% | -17.8% |
| 1Y | -11.1% | +38.8% | -49.9% | -6.0% |
| All | -11.1% | +36.7% | -47.9% | -6.0% |
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 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