-5.1%
DASH vs MDT
+12.5%
-17.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.1% | -9.3% | -9.3% |
| 7D | +0.5% | +8.0% | -7.4% | -3.3% |
| 30D | -7.1% | +20.4% | -27.5% | -15.5% |
| 3M | -13.2% | +22.9% | -36.1% | -22.2% |
| 6M | +8.3% | +37.1% | -28.8% | -8.6% |
| YTD | -20.6% | +11.9% | -32.5% | -25.6% |
| 1Y | -24.4% | +19.8% | -44.2% | -32.1% |
| 3Y | +94.5% | +59.4% | +35.1% | +43.9% |
| 5Y | -9.4% | 0.0% | -9.5% | -18.6% |
| All | -5.1% | +12.5% | -17.6% | -16.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling