+134.3%
RTX vs DASH
-12.0%
+146.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.4% | +6.1% | -2.6% |
| 7D | -3.8% | +0.5% | -4.3% | -3.9% |
| 30D | +4.7% | -7.1% | +11.8% | +5.1% |
| 3M | -13.4% | -13.2% | -0.2% | -12.7% |
| 6M | +11.8% | +8.3% | +3.5% | +10.7% |
| YTD | +5.8% | -20.6% | +26.3% | +6.9% |
| 1Y | +11.9% | -24.4% | +36.3% | +13.3% |
| 3Y | +146.3% | +94.5% | +51.7% | +130.9% |
| 5Y | +134.3% | -9.4% | +143.7% | +118.3% |
| All | +134.3% | -12.0% | +146.3% | +118.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling