+19.1%
DASH vs RSG
-3.1%
+22.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.6% | -4.5% |
| 7D | -10.6% | +0.3% | -10.8% | -10.6% |
| 30D | +2.2% | +7.6% | -5.4% | +1.5% |
| 3M | +32.3% | +7.4% | +24.8% | +30.9% |
| 6M | +19.1% | -3.3% | +22.4% | +23.1% |
| All | +19.1% | -3.1% | +22.2% | +23.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling