-5.2%
DASH vs MDY
+71.0%
-76.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -1.0% |
| 7D | +0.4% | -1.7% | +2.0% | +3.0% |
| 30D | -6.0% | -0.9% | -5.1% | -4.4% |
| 3M | -15.8% | -5.7% | -10.0% | -8.5% |
| 6M | +7.0% | -2.9% | +9.9% | +11.1% |
| YTD | -20.7% | +9.8% | -30.5% | -30.8% |
| 1Y | -8.5% | +13.5% | -22.0% | -24.0% |
| 3Y | +101.8% | +51.9% | +49.9% | +4.3% |
| 5Y | -9.6% | +32.0% | -41.6% | -42.0% |
| All | -5.2% | +71.0% | -76.2% | -48.4% |
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