-8.5%
DASH vs MSFU
-9.0%
+0.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.7% | +0.4% |
| 7D | +0.4% | +2.5% | -2.1% | -0.3% |
| 30D | -6.0% | -1.3% | -4.8% | -5.8% |
| 3M | -15.8% | +8.6% | -24.4% | -18.1% |
| 6M | +7.0% | +48.4% | -41.4% | -6.0% |
| YTD | -20.7% | +1.6% | -22.2% | -27.3% |
| 1Y | -8.5% | -5.8% | -2.8% | -14.2% |
| All | -8.5% | -9.0% | +0.5% | -14.2% |
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