-24.4%
DASH vs RY
+43.0%
-67.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.9% | -6.5% | -6.7% |
| 7D | +0.5% | -1.1% | +1.6% | +2.0% |
| 30D | -7.1% | +4.4% | -11.5% | -10.0% |
| 3M | -13.2% | -2.9% | -10.2% | -10.6% |
| 6M | +8.3% | +15.6% | -7.3% | -8.1% |
| YTD | -20.6% | +21.8% | -42.4% | -36.2% |
| 1Y | -24.4% | +42.6% | -67.0% | -50.9% |
| All | -24.4% | +43.0% | -67.4% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling