-21.9%
DASH vs MGY
+21.4%
-43.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.8% |
| 7D | -9.4% | +1.8% | -11.2% | -9.0% |
| 30D | -5.2% | +6.5% | -11.7% | -3.6% |
| 3M | +33.1% | +0.3% | +32.8% | +35.0% |
| 6M | +18.3% | -2.4% | +20.7% | +18.8% |
| YTD | -11.2% | +29.0% | -40.2% | -11.6% |
| 1Y | -21.9% | +17.0% | -39.0% | -21.5% |
| All | -21.9% | +21.4% | -43.3% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling