+9.8%
RTX vs DASH
-15.0%
+24.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -5.1% | +0.4% | -5.5% | -5.0% |
| 30D | +5.1% | -6.0% | +11.2% | +5.3% |
| 3M | -14.8% | -15.8% | +0.9% | -14.5% |
| 6M | +8.0% | +7.0% | +1.1% | +8.3% |
| YTD | +4.5% | -20.7% | +25.1% | +4.0% |
| 1Y | +9.8% | -8.5% | +18.4% | +9.0% |
| All | +9.8% | -15.0% | +24.8% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling