+33.9%
DAL vs MOS
-17.5%
+51.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.6% |
| 7D | +0.1% | +9.5% | -9.4% | -0.9% |
| 30D | -13.9% | +10.4% | -24.3% | -14.8% |
| 3M | +1.1% | +12.9% | -11.8% | -0.9% |
| 6M | +26.2% | +1.2% | +25.0% | +23.7% |
| YTD | +16.4% | +9.3% | +7.1% | +12.7% |
| 1Y | +33.9% | -18.0% | +51.8% | +32.6% |
| All | +33.9% | -17.5% | +51.3% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling