-7.0%
DASH vs MDT
-2.9%
-4.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +1.5% |
| 7D | +0.4% | +5.4% | -5.1% | -2.5% |
| 30D | -6.0% | +19.1% | -25.1% | -14.9% |
| 3M | -15.8% | +19.5% | -35.2% | -24.1% |
| 6M | +7.0% | +33.5% | -26.5% | -10.1% |
| YTD | -20.7% | +8.7% | -29.4% | -24.9% |
| 1Y | -8.5% | +16.8% | -25.3% | -17.7% |
| 3Y | +101.8% | +53.0% | +48.8% | +45.2% |
| All | -7.0% | -2.9% | -4.1% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling