+15.1%
DASH vs MSCI
+14.8%
+0.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.4% | +2.9% | +5.8% |
| 7D | +17.2% | +11.5% | +5.7% | +12.0% |
| 30D | +3.6% | +22.1% | -18.5% | -4.6% |
| 3M | -1.9% | +18.4% | -20.3% | -8.4% |
| 6M | +15.1% | +16.6% | -1.6% | +3.8% |
| All | +15.1% | +14.8% | +0.3% | +3.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling