-5.2%
DASH vs RSG
+181.1%
-186.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | +0.4% | +1.2% | -0.8% | 0.0% |
| 30D | -6.0% | +14.2% | -20.2% | -10.4% |
| 3M | -15.8% | +18.2% | -33.9% | -20.6% |
| 6M | +7.0% | +24.4% | -17.4% | -1.5% |
| YTD | -20.7% | +17.9% | -38.5% | -25.7% |
| 1Y | -8.5% | +22.3% | -30.9% | -15.7% |
| 3Y | +101.8% | +65.1% | +36.6% | +66.0% |
| 5Y | -9.6% | +97.9% | -107.5% | -30.5% |
| All | -5.2% | +181.1% | -186.3% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling