-11.3%
DASH vs MSFU
-1.7%
-9.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.7% | -0.9% |
| 7D | -4.8% | +14.6% | -19.4% | -8.4% |
| 30D | -7.9% | +2.1% | -10.0% | -8.6% |
| 3M | -16.3% | +14.7% | -31.0% | -20.0% |
| 6M | +10.4% | +55.7% | -45.3% | -4.5% |
| YTD | -20.1% | +7.1% | -27.2% | -27.9% |
| All | -11.3% | -1.7% | -9.6% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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