-29.8%
DASH vs TRGP
+500.4%
-530.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.7% |
| 7D | -4.1% | +9.0% | -13.1% | -6.7% |
| 30D | -10.6% | +1.5% | -12.1% | -11.7% |
| 3M | -18.8% | +10.7% | -29.5% | -22.3% |
| 6M | +11.2% | +17.1% | -5.9% | +2.8% |
| YTD | -23.8% | +63.6% | -87.4% | -39.6% |
| 1Y | -12.2% | +77.0% | -89.2% | -33.0% |
| 3Y | +97.3% | +273.2% | -175.9% | +0.1% |
| 5Y | -29.8% | +508.6% | -538.4% | -73.9% |
| All | -29.8% | +500.4% | -530.2% | -73.9% |
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