-0.2%
DASH vs MRSH
+23.5%
-23.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.5% | -3.2% |
| 7D | -11.2% | -3.8% | -7.4% | -8.5% |
| 30D | -7.3% | -5.8% | -1.5% | -2.9% |
| 3M | +31.4% | +11.7% | +19.7% | +20.3% |
| 6M | +11.9% | -0.3% | +12.2% | +11.3% |
| YTD | -11.5% | -1.1% | -10.4% | -12.0% |
| 1Y | -20.0% | -9.5% | -10.6% | -15.0% |
| 3Y | +143.9% | -2.6% | +146.5% | +125.8% |
| 5Y | -0.2% | +22.7% | -23.0% | -33.6% |
| All | -0.2% | +23.5% | -23.8% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling