-4.5%
DASH vs MKSI
+41.2%
-45.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.0% | -9.3% | -2.8% |
| 7D | -4.8% | +7.7% | -12.5% | -7.7% |
| 30D | -7.9% | -20.0% | +12.1% | -1.4% |
| 3M | -16.3% | -30.6% | +14.2% | -6.8% |
| 6M | +10.4% | -32.3% | +42.7% | +18.2% |
| YTD | -20.1% | +32.8% | -52.9% | -38.5% |
| 1Y | -11.4% | +37.3% | -48.7% | -33.2% |
| 3Y | +114.1% | +219.2% | -105.2% | -16.8% |
| 5Y | -5.8% | +36.1% | -41.9% | -36.3% |
| All | -4.5% | +41.2% | -45.7% | -42.4% |
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