-29.3%
DASH vs MDY
+34.6%
-63.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.4% |
| 7D | -4.5% | +2.3% | -6.8% | -7.6% |
| 30D | -6.8% | +2.0% | -8.8% | -9.1% |
| 3M | -20.7% | -5.6% | -15.1% | -13.8% |
| 6M | +15.1% | +1.3% | +13.8% | +12.6% |
| YTD | -24.3% | +12.3% | -36.6% | -36.7% |
| 1Y | -12.1% | +15.8% | -27.9% | -30.0% |
| 3Y | +91.1% | +56.5% | +34.6% | -12.3% |
| All | -29.3% | +34.6% | -63.9% | -58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling