-12.1%
DASH vs MMM
+9.8%
-21.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -4.5% | -0.8% | -3.7% | -4.3% |
| 30D | -6.8% | +11.7% | -18.5% | -7.7% |
| 3M | -20.7% | +1.0% | -21.7% | -20.6% |
| 6M | +15.1% | +26.0% | -11.0% | +14.4% |
| YTD | -24.3% | +16.3% | -40.6% | -26.3% |
| 1Y | -12.1% | +9.6% | -21.8% | -12.8% |
| All | -12.1% | +9.8% | -21.9% | -12.8% |
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