+59.1%
DAL vs MOS
-7.8%
+66.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | +0.3% |
| 7D | +10.7% | +24.8% | -14.1% | +7.2% |
| 30D | +12.5% | +22.7% | -10.2% | +9.1% |
| 3M | +3.6% | -1.2% | +4.9% | +2.7% |
| 6M | +26.7% | +5.5% | +21.2% | +23.9% |
| YTD | +34.3% | -2.0% | +36.2% | +31.3% |
| 1Y | +59.1% | -7.9% | +67.1% | +57.9% |
| All | +59.1% | -7.8% | +66.9% | +57.9% |
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