+11.7%
DASH vs MKSI
+73.8%
-62.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.3% | -8.9% | -6.2% |
| 7D | -10.6% | +1.8% | -12.3% | -11.3% |
| 30D | +2.2% | -16.8% | +18.9% | +8.3% |
| 3M | +32.3% | -21.1% | +53.4% | +37.6% |
| 6M | +19.1% | +10.8% | +8.3% | +4.9% |
| YTD | -6.5% | +63.3% | -69.8% | -32.0% |
| 1Y | -14.9% | +157.0% | -171.9% | -51.9% |
| 3Y | +151.9% | +163.7% | -11.8% | +20.1% |
| 5Y | +9.4% | +82.0% | -72.5% | -33.0% |
| All | +11.7% | +73.8% | -62.0% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling