+90.4%
RSP vs DASH
+16.3%
+74.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +0.1% |
| 7D | -0.8% | -10.6% | +9.8% | +0.6% |
| 30D | -0.3% | +2.2% | -2.5% | -0.7% |
| 3M | +4.3% | +32.3% | -28.0% | +0.3% |
| 6M | +8.8% | +19.1% | -10.3% | +5.8% |
| YTD | +15.3% | -6.5% | +21.8% | +15.3% |
| 1Y | +18.3% | -14.9% | +33.2% | +19.2% |
| 3Y | +52.8% | +151.9% | -99.1% | +32.5% |
| 5Y | +51.7% | +9.4% | +42.3% | +31.1% |
| All | +90.4% | +16.3% | +74.1% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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