-11.3%
DASH vs TROW
+12.9%
-24.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | -0.8% |
| 7D | -4.8% | +4.7% | -9.5% | -7.3% |
| 30D | -7.9% | +5.4% | -13.3% | -10.7% |
| 3M | -16.3% | -1.6% | -14.7% | -15.6% |
| 6M | +10.4% | +7.8% | +2.6% | +5.5% |
| YTD | -20.1% | +12.6% | -32.7% | -27.8% |
| All | -11.3% | +12.9% | -24.2% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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