-17.2%
DASH vs MKSI
+40.1%
-57.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -5.0% | +13.3% | +8.0% |
| 7D | +17.2% | -10.7% | +27.8% | +16.6% |
| 30D | +3.6% | -30.5% | +34.1% | +2.0% |
| 3M | -1.9% | -39.2% | +37.3% | -3.9% |
| 6M | +15.1% | -33.0% | +48.1% | +12.9% |
| YTD | -12.3% | +22.3% | -34.6% | -3.3% |
| 1Y | -17.2% | +42.7% | -59.9% | +1.1% |
| All | -17.2% | +40.1% | -57.3% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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