+153.0%
DASH vs MDB
-5.3%
+158.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -3.7% |
| 7D | -10.6% | -17.4% | +6.9% | -7.0% |
| 30D | +2.2% | -2.0% | +4.2% | +1.7% |
| 3M | +32.3% | -3.0% | +35.3% | +31.4% |
| 6M | +19.1% | +48.7% | -29.6% | +6.4% |
| YTD | -6.5% | -12.1% | +5.6% | -7.4% |
| 1Y | -14.9% | +14.5% | -29.4% | -20.8% |
| All | +153.0% | -5.3% | +158.4% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling