-8.5%
DASH vs MDT
+16.7%
-25.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +1.0% |
| 7D | +0.4% | +5.4% | -5.1% | -1.5% |
| 30D | -6.0% | +19.1% | -25.1% | -11.0% |
| 3M | -15.8% | +19.5% | -35.2% | -20.6% |
| 6M | +7.0% | +33.5% | -26.5% | -2.1% |
| YTD | -20.7% | +8.7% | -29.4% | -25.2% |
| 1Y | -8.5% | +16.8% | -25.3% | -14.0% |
| All | -8.5% | +16.7% | -25.3% | -14.0% |
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