-12.7%
DASH vs MKSI
+35.2%
-47.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -2.8% | +4.0% | -6.8% | -2.9% |
| 30D | -9.3% | -19.3% | +10.0% | -9.1% |
| 3M | -15.1% | -26.9% | +11.9% | -14.9% |
| 6M | +8.7% | -31.7% | +40.5% | +7.2% |
| YTD | -21.3% | +33.9% | -55.2% | -29.6% |
| 1Y | -12.7% | +34.9% | -47.6% | -23.1% |
| All | -12.7% | +35.2% | -47.9% | -23.1% |
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