+11.7%
DASH vs MDB
+31.6%
-19.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -3.2% |
| 7D | -10.6% | -17.4% | +6.9% | -4.7% |
| 30D | +2.2% | -2.0% | +4.2% | +1.4% |
| 3M | +32.3% | -3.0% | +35.3% | +30.7% |
| 6M | +19.1% | +48.7% | -29.6% | -1.5% |
| YTD | -6.5% | -12.1% | +5.6% | -7.8% |
| 1Y | -14.9% | +14.5% | -29.4% | -25.2% |
| 3Y | +151.9% | -6.1% | +158.1% | +108.0% |
| 5Y | +9.4% | -27.3% | +36.8% | -13.5% |
| All | +11.7% | +31.6% | -19.9% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling