+7.4%
DASH vs MP
+58.1%
-50.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.4% | -6.0% | -4.9% |
| 7D | -10.6% | -2.9% | -7.7% | -10.0% |
| 30D | +2.2% | +13.8% | -11.7% | -1.1% |
| 3M | +32.3% | -16.7% | +49.0% | +35.7% |
| 6M | +19.1% | -11.5% | +30.6% | +18.8% |
| YTD | -6.5% | +7.9% | -14.5% | -12.0% |
| 1Y | -14.9% | -15.0% | +0.1% | -17.4% |
| 3Y | +151.9% | +153.5% | -1.6% | +52.7% |
| All | +7.4% | +58.1% | -50.6% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling