-29.8%
DASH vs MDT
-1.3%
-28.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.8% |
| 7D | -4.1% | -3.7% | -0.4% | -2.0% |
| 30D | -10.6% | +8.6% | -19.2% | -14.6% |
| 3M | -18.8% | +12.2% | -31.0% | -24.1% |
| 6M | +11.2% | +33.7% | -22.5% | -6.9% |
| YTD | -23.8% | +7.8% | -31.6% | -27.6% |
| 1Y | -12.2% | +8.9% | -21.1% | -17.4% |
| 3Y | +97.3% | +57.6% | +39.7% | +37.6% |
| 5Y | -29.8% | -0.7% | -29.2% | -29.7% |
| All | -29.8% | -1.3% | -28.6% | -29.7% |
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