-5.8%
DASH vs MET
+86.5%
-92.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.7% | -1.4% |
| 7D | -4.8% | +1.3% | -6.1% | -5.4% |
| 30D | -7.9% | +4.0% | -11.9% | -10.0% |
| 3M | -16.3% | +4.6% | -20.9% | -18.5% |
| 6M | +10.4% | +32.8% | -22.4% | -7.3% |
| YTD | -20.1% | +32.3% | -52.4% | -32.9% |
| 1Y | -11.4% | +37.1% | -48.6% | -27.5% |
| 3Y | +114.1% | +86.8% | +27.2% | +38.1% |
| 5Y | -5.8% | +87.4% | -93.1% | -39.9% |
| All | -5.8% | +86.5% | -92.3% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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