+29.5%
DASH vs MSTU
-92.2%
+121.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.2% |
| 7D | -4.5% | -25.8% | +21.3% | -2.1% |
| 30D | -6.8% | -43.9% | +37.1% | -2.7% |
| 3M | -20.7% | +2.9% | -23.6% | -23.5% |
| 6M | +15.1% | -75.5% | +90.6% | +23.7% |
| YTD | -24.3% | -76.7% | +52.5% | -21.6% |
| 1Y | -12.1% | -88.9% | +76.8% | -3.0% |
| All | +29.5% | -92.2% | +121.7% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 5y: compounded portfolio wealth divided by compounded MSTU 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…
5y analysis · Full analysis span regression · 6 months rolling