+91.1%
DASH vs RRX
+64.5%
+26.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.3% |
| 7D | -4.5% | +4.3% | -8.9% | -5.2% |
| 30D | -6.8% | +12.3% | -19.1% | -8.6% |
| 3M | -20.7% | +3.7% | -24.3% | -21.4% |
| 6M | +15.1% | -13.9% | +29.0% | +15.9% |
| YTD | -24.3% | +26.5% | -50.7% | -32.4% |
| 1Y | -12.1% | +29.3% | -41.5% | -22.4% |
| 3Y | +91.1% | +65.6% | +25.5% | +42.9% |
| All | +91.1% | +64.5% | +26.6% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling