+158.1%
DASH vs RSG
+59.4%
+98.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.3% |
| 7D | -10.6% | +0.3% | -10.8% | -10.6% |
| 30D | +2.2% | +7.6% | -5.4% | -0.2% |
| 3M | +32.3% | +7.4% | +24.8% | +28.7% |
| 6M | +19.1% | -3.3% | +22.4% | +20.8% |
| YTD | -6.5% | +6.0% | -12.5% | -8.9% |
| 1Y | -14.9% | -3.7% | -11.2% | -13.7% |
| All | +158.1% | +59.4% | +98.8% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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