+11.7%
DASH vs MRSH
+74.4%
-62.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -3.6% |
| 7D | -10.6% | -3.6% | -7.0% | -8.3% |
| 30D | +2.2% | -3.0% | +5.1% | +4.4% |
| 3M | +32.3% | +15.8% | +16.4% | +19.2% |
| 6M | +19.1% | +1.6% | +17.5% | +17.1% |
| YTD | -6.5% | +1.7% | -8.2% | -8.7% |
| 1Y | -14.9% | -8.0% | -6.9% | -11.0% |
| 3Y | +151.9% | -0.3% | +152.2% | +135.3% |
| 5Y | +9.4% | +25.9% | -16.5% | -18.8% |
| All | +11.7% | +74.4% | -62.7% | -10.4% |
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