-4.3%
DASH vs MOS
-37.7%
+33.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +17.4% | -9.0% | +4.8% |
| 7D | +17.2% | +17.9% | -0.8% | +13.2% |
| 30D | +3.6% | +1.6% | +2.0% | +2.9% |
| 3M | -1.9% | -4.0% | +2.1% | -1.8% |
| 6M | +15.1% | -4.1% | +19.2% | +14.6% |
| YTD | -12.3% | -7.8% | -4.5% | -13.2% |
| 1Y | -17.2% | -15.6% | -1.7% | -16.3% |
| 3Y | +114.7% | -28.9% | +143.6% | +119.3% |
| 5Y | -4.3% | -36.8% | +32.5% | -1.0% |
| All | -4.3% | -37.7% | +33.4% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling