+103.8%
DASH vs MOH
-41.7%
+145.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.6% |
| 7D | -2.8% | -0.7% | -2.0% | -2.6% |
| 30D | -9.3% | +4.8% | -14.1% | -9.4% |
| 3M | -15.1% | +3.8% | -18.8% | -15.1% |
| 6M | +8.7% | +11.0% | -2.2% | +8.7% |
| YTD | -21.3% | +18.9% | -40.2% | -21.3% |
| 1Y | -12.7% | +46.5% | -59.1% | -13.1% |
| 3Y | +103.8% | -42.4% | +146.2% | +101.2% |
| All | +103.8% | -41.7% | +145.5% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling