-17.2%
DASH vs MSCI
+17.3%
-34.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.4% | +2.9% | +6.1% |
| 7D | +17.2% | +11.5% | +5.7% | +12.4% |
| 30D | +3.6% | +22.1% | -18.5% | -4.0% |
| 3M | -1.9% | +18.4% | -20.3% | -8.0% |
| 6M | +15.1% | +16.6% | -1.6% | +7.6% |
| YTD | -12.3% | +18.8% | -31.2% | -18.0% |
| 1Y | -17.2% | +19.0% | -36.2% | -26.3% |
| All | -17.2% | +17.3% | -34.5% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling