+11.7%
DASH vs MTB
+124.7%
-112.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.6% |
| 7D | -10.6% | +1.7% | -12.3% | -11.1% |
| 30D | +2.2% | -4.2% | +6.3% | +3.7% |
| 3M | +32.3% | +8.9% | +23.4% | +27.8% |
| 6M | +19.1% | +10.9% | +8.2% | +14.1% |
| YTD | -6.5% | +21.5% | -28.0% | -13.4% |
| 1Y | -14.9% | +21.9% | -36.8% | -21.5% |
| 3Y | +151.9% | +109.2% | +42.7% | +88.4% |
| 5Y | +9.4% | +102.0% | -92.5% | -13.9% |
| All | +11.7% | +124.7% | -112.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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