-7.0%
DASH vs RSG
+97.2%
-104.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +0.4% | +1.2% | -0.8% | -0.1% |
| 30D | -6.0% | +14.2% | -20.2% | -11.5% |
| 3M | -15.8% | +18.2% | -33.9% | -21.8% |
| 6M | +7.0% | +24.4% | -17.4% | -3.5% |
| YTD | -20.7% | +17.9% | -38.5% | -26.9% |
| 1Y | -8.5% | +22.3% | -30.9% | -17.5% |
| 3Y | +101.8% | +65.1% | +36.6% | +53.1% |
| All | -7.0% | +97.2% | -104.2% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling