-14.9%
DASH vs MSI
-0.7%
-14.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.5% |
| 7D | -10.6% | -3.7% | -6.9% | -10.0% |
| 30D | +2.2% | +6.8% | -4.7% | +1.0% |
| 3M | +32.3% | +14.3% | +18.0% | +29.6% |
| 6M | +19.1% | -1.6% | +20.7% | +15.2% |
| YTD | -6.5% | +22.8% | -29.3% | -9.3% |
| 1Y | -14.9% | -1.1% | -13.8% | -15.0% |
| All | -14.9% | -0.7% | -14.2% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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