-17.2%
DASH vs MDT
+20.2%
-37.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.1% | +2.2% | +5.8% |
| 7D | +17.2% | +10.7% | +6.4% | +12.9% |
| 30D | +3.6% | +19.3% | -15.8% | -2.5% |
| 3M | -1.9% | +22.8% | -24.6% | -8.7% |
| 6M | +15.1% | +36.4% | -21.3% | +3.8% |
| YTD | -12.3% | +12.1% | -24.4% | -18.5% |
| 1Y | -17.2% | +19.9% | -37.2% | -26.1% |
| All | -17.2% | +20.2% | -37.5% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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