+130.8%
DAL vs MOH
+246.4%
-115.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +0.8% | -4.2% | +5.0% | +1.4% |
| 30D | -11.7% | -2.4% | -9.4% | -11.5% |
| 3M | -2.7% | -4.4% | +1.7% | -2.4% |
| 6M | +30.7% | +32.9% | -2.3% | +24.2% |
| YTD | +14.4% | +11.9% | +2.5% | +10.1% |
| 1Y | +31.2% | +6.9% | +24.3% | +26.5% |
| 3Y | +99.4% | -39.4% | +138.9% | +104.3% |
| 5Y | +98.6% | -25.0% | +123.5% | +92.1% |
| All | +130.8% | +246.4% | -115.6% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling