+153.0%
DASH vs MDY
+48.1%
+105.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.8% | -4.8% |
| 7D | -10.6% | +0.1% | -10.7% | -10.7% |
| 30D | +2.2% | -1.5% | +3.6% | +3.6% |
| 3M | +32.3% | +0.8% | +31.5% | +30.9% |
| 6M | +19.1% | +7.4% | +11.7% | +10.0% |
| YTD | -6.5% | +15.2% | -21.7% | -19.8% |
| 1Y | -14.9% | +16.5% | -31.4% | -27.9% |
| All | +153.0% | +48.1% | +105.0% | +43.6% |
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