-17.2%
DASH vs MMM
+22.1%
-39.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +9.5% | -1.2% | +6.3% |
| 7D | +17.2% | +12.2% | +4.9% | +14.7% |
| 30D | +3.6% | +18.8% | -15.3% | +0.9% |
| 3M | -1.9% | +7.4% | -9.2% | -3.2% |
| 6M | +15.1% | +38.3% | -23.2% | +12.8% |
| YTD | -12.3% | +22.9% | -35.2% | -16.0% |
| 1Y | -17.2% | +23.0% | -40.2% | -21.7% |
| All | -17.2% | +22.1% | -39.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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