+101.8%
DASH vs RRX
+63.4%
+38.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -0.9% |
| 7D | +0.4% | +7.5% | -7.1% | -0.8% |
| 30D | -6.0% | +3.0% | -9.0% | -6.6% |
| 3M | -15.8% | -5.3% | -10.4% | -15.3% |
| 6M | +7.0% | -26.6% | +33.6% | +10.6% |
| YTD | -20.7% | +21.2% | -41.9% | -28.7% |
| 1Y | -8.5% | +25.9% | -34.5% | -19.1% |
| 3Y | +101.8% | +71.7% | +30.1% | +48.6% |
| All | +101.8% | +63.4% | +38.4% | +48.6% |
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