-4.3%
DASH vs MLM
+40.7%
-44.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +6.0% | +6.6% |
| 7D | +17.2% | +9.1% | +8.0% | +10.4% |
| 30D | +3.6% | +14.6% | -11.1% | -5.8% |
| 3M | -1.9% | +0.3% | -2.2% | -2.4% |
| 6M | +15.1% | -7.5% | +22.5% | +20.1% |
| YTD | -12.3% | -10.2% | -2.1% | -8.4% |
| 1Y | -17.2% | -10.5% | -6.7% | -13.6% |
| 3Y | +114.7% | +27.8% | +86.9% | +54.3% |
| 5Y | -4.3% | +38.9% | -43.2% | -42.7% |
| All | -4.3% | +40.7% | -44.9% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 5y: compounded portfolio wealth divided by compounded MLM 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…
5y analysis · Full analysis span regression · 6 months rolling