-7.0%
DASH vs TRGP
+415.2%
-422.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.5% | +0.6% |
| 7D | +0.4% | -16.0% | +16.4% | +5.4% |
| 30D | -6.0% | -6.4% | +0.4% | -4.9% |
| 3M | -15.8% | -1.0% | -14.8% | -16.6% |
| 6M | +7.0% | +7.0% | 0.0% | +1.7% |
| YTD | -20.7% | +46.1% | -66.8% | -34.3% |
| 1Y | -8.5% | +58.7% | -67.2% | -27.2% |
| 3Y | +101.8% | +221.9% | -120.1% | +11.7% |
| All | -7.0% | +415.2% | -422.1% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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