+11.7%
DASH vs MDY
+79.3%
-67.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.0% |
| 3M | +32.3% | +0.8% | +31.5% | +30.4% |
| 6M | +19.1% | +7.4% | +11.7% | +7.1% |
| YTD | -6.5% | +15.2% | -21.7% | -23.9% |
| 1Y | -14.9% | +16.5% | -31.4% | -31.9% |
| 3Y | +151.9% | +46.8% | +105.2% | +39.0% |
| 5Y | +9.4% | +46.0% | -36.6% | -37.5% |
| All | +11.7% | +79.3% | -67.6% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling