+47.4%
DAL vs MOS
-16.7%
+64.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.3% | -7.6% | -4.8% |
| 7D | +4.6% | +22.5% | -17.9% | +1.5% |
| 30D | +2.3% | +6.6% | -4.3% | +0.7% |
| 3M | -8.1% | -3.8% | -4.3% | -8.6% |
| 6M | +21.4% | -2.2% | +23.6% | +19.5% |
| YTD | +24.3% | -4.8% | +29.1% | +21.4% |
| 1Y | +47.4% | -11.7% | +59.1% | +46.6% |
| All | +47.4% | -16.7% | +64.1% | +46.6% |
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