-0.2%
DASH vs MOH
-26.8%
+26.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.1% | -5.1% |
| 7D | -11.2% | -3.3% | -7.8% | -10.9% |
| 30D | -7.3% | -0.1% | -7.2% | -7.3% |
| 3M | +31.4% | -1.1% | +32.5% | +31.6% |
| 6M | +11.9% | +35.9% | -24.0% | +8.9% |
| YTD | -11.5% | +13.1% | -24.6% | -12.9% |
| 1Y | -20.0% | +11.8% | -31.8% | -21.6% |
| 3Y | +143.9% | -38.7% | +182.7% | +143.5% |
| 5Y | -0.2% | -25.1% | +24.9% | -11.6% |
| All | -0.2% | -26.8% | +26.6% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling