-4.5%
DASH vs MRSH
+93.0%
-97.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.9% |
| 7D | -4.8% | -0.5% | -4.3% | -4.3% |
| 30D | -7.9% | +16.3% | -24.2% | -16.8% |
| 3M | -16.3% | +7.3% | -23.6% | -20.1% |
| 6M | +10.4% | +26.6% | -16.2% | -6.3% |
| YTD | -20.1% | +12.6% | -32.7% | -27.1% |
| 1Y | -11.4% | +16.0% | -27.4% | -21.1% |
| 3Y | +114.1% | +8.8% | +105.3% | +89.6% |
| 5Y | -5.8% | +34.3% | -40.0% | -34.5% |
| All | -4.5% | +93.0% | -97.5% | -28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling