-5.9%
DASH vs MOH
-3.0%
-2.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -10.2% | -7.6% | -2.7% | -9.5% |
| 30D | -8.2% | +2.4% | -10.6% | -8.3% |
| 3M | -15.9% | +7.6% | -23.5% | -16.4% |
| 6M | +13.3% | +13.0% | +0.3% | +12.4% |
| YTD | -21.3% | +20.6% | -41.9% | -22.6% |
| 1Y | -11.1% | +45.8% | -56.9% | -14.0% |
| 3Y | +103.8% | -41.6% | +145.4% | +108.1% |
| 5Y | -21.6% | -33.1% | +11.4% | -24.0% |
| All | -5.9% | -3.0% | -2.9% | -12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling