-5.1%
DASH vs MSCI
+64.3%
-69.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.7% | -6.7% | -7.5% |
| 7D | +0.5% | +6.0% | -5.5% | -3.2% |
| 30D | -7.1% | +18.2% | -25.3% | -17.2% |
| 3M | -13.2% | +15.1% | -28.3% | -21.4% |
| 6M | +8.3% | +13.7% | -5.4% | -2.2% |
| YTD | -20.6% | +15.6% | -36.2% | -29.8% |
| 1Y | -24.4% | +16.3% | -40.7% | -33.9% |
| 3Y | +94.5% | +36.9% | +57.6% | +34.2% |
| 5Y | -9.4% | +6.3% | -15.8% | -28.6% |
| All | -5.1% | +64.3% | -69.4% | -46.8% |
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 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