+11.7%
DASH vs MSCI
+43.5%
-31.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.4% |
| 7D | -10.6% | +0.4% | -11.0% | -10.9% |
| 30D | +2.2% | +0.6% | +1.6% | +1.6% |
| 3M | +32.3% | -7.1% | +39.4% | +37.6% |
| 6M | +19.1% | +0.8% | +18.3% | +16.7% |
| YTD | -6.5% | +1.0% | -7.5% | -9.3% |
| 1Y | -14.9% | +4.3% | -19.2% | -20.9% |
| 3Y | +151.9% | +9.9% | +142.0% | +107.7% |
| 5Y | +9.4% | -6.8% | +16.2% | -5.8% |
| All | +11.7% | +43.5% | -31.8% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling