+351.3%
DAL vs MOH
+813.8%
-462.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.1% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -13.9% | +2.9% | -16.8% | -14.7% |
| 3M | +1.1% | +4.1% | -3.1% | -0.5% |
| 6M | +26.2% | +33.8% | -7.6% | +15.4% |
| YTD | +16.4% | +15.7% | +0.7% | +7.8% |
| 1Y | +33.9% | +17.5% | +16.3% | +22.0% |
| 3Y | +93.4% | -35.3% | +128.7% | +94.6% |
| 5Y | +106.4% | -26.9% | +133.3% | +97.0% |
| 10Y | +143.0% | +262.9% | -119.9% | +21.6% |
| All | +351.3% | +813.8% | -462.6% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling