+158.1%
DASH vs MRSH
+0.8%
+157.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.1% |
| 7D | -10.6% | -3.6% | -7.0% | -9.2% |
| 30D | +2.2% | -3.0% | +5.1% | +3.4% |
| 3M | +32.3% | +15.8% | +16.4% | +25.1% |
| 6M | +19.1% | +1.6% | +17.5% | +17.7% |
| YTD | -6.5% | +1.7% | -8.2% | -7.9% |
| 1Y | -14.9% | -8.0% | -6.9% | -13.5% |
| All | +158.1% | +0.8% | +157.4% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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