+161.0%
DAL vs MOH
-41.8%
+202.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | +12.8% | +0.1% | +12.7% | +12.9% |
| 3M | -5.3% | +1.8% | -7.1% | -5.2% |
| 6M | +22.4% | +9.1% | +13.2% | +22.6% |
| YTD | +25.6% | +20.7% | +4.9% | +26.0% |
| 1Y | +45.5% | +51.3% | -5.8% | +44.2% |
| 3Y | +161.0% | -42.0% | +202.9% | +163.1% |
| All | +161.0% | -41.8% | +202.8% | +163.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling