+98.6%
DASH vs MDY
+58.9%
+39.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | -10.2% | +0.2% | -10.4% | -10.2% |
| 30D | -8.2% | +2.1% | -10.4% | -9.8% |
| 3M | -15.9% | -3.6% | -12.3% | -12.8% |
| 6M | +13.3% | +1.7% | +11.6% | +11.5% |
| YTD | -21.3% | +13.8% | -35.1% | -30.8% |
| 1Y | -11.1% | +15.5% | -26.7% | -23.2% |
| All | +98.6% | +58.9% | +39.7% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling