-7.0%
DASH vs RRX
+6.5%
-13.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -1.8% |
| 7D | +0.4% | +7.5% | -7.1% | -2.2% |
| 30D | -6.0% | +3.0% | -9.0% | -7.4% |
| 3M | -15.8% | -5.3% | -10.4% | -15.0% |
| 6M | +7.0% | -26.6% | +33.6% | +14.3% |
| YTD | -20.7% | +21.2% | -41.9% | -33.6% |
| 1Y | -8.5% | +25.9% | -34.5% | -25.3% |
| 3Y | +101.8% | +71.7% | +30.1% | +20.6% |
| All | -7.0% | +6.5% | -13.4% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling