+102.1%
DASH vs MP
+104.2%
-2.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -6.0% | -3.4% | -8.9% |
| 7D | +0.5% | -19.0% | +19.5% | +2.2% |
| 30D | -7.1% | -30.5% | +23.4% | -4.5% |
| 3M | -13.2% | -29.6% | +16.4% | -11.1% |
| 6M | +8.3% | -50.4% | +58.7% | +13.4% |
| YTD | -20.6% | -33.2% | +12.7% | -19.2% |
| 1Y | -24.4% | -38.6% | +14.2% | -22.7% |
| All | +102.1% | +104.2% | -2.2% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling