-14.9%
DASH vs MDT
+5.4%
-20.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.8% | -5.0% |
| 7D | -10.6% | +3.2% | -13.8% | -11.6% |
| 30D | +2.2% | +9.5% | -7.4% | -1.3% |
| 3M | +32.3% | +16.0% | +16.3% | +25.0% |
| 6M | +19.1% | +0.2% | +18.9% | +16.5% |
| YTD | -6.5% | -0.3% | -6.2% | -8.9% |
| 1Y | -14.9% | +4.7% | -19.6% | -20.9% |
| All | -14.9% | +5.4% | -20.3% | -20.9% |
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