+142.7%
AAPL vs MOS
-29.7%
+172.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.9% | +2.1% |
| 7D | +1.8% | +5.5% | -3.7% | +1.0% |
| 30D | +4.3% | +21.0% | -16.7% | +1.6% |
| 3M | +16.6% | -0.5% | +17.1% | +16.1% |
| 6M | +21.6% | +6.6% | +15.0% | +19.6% |
| YTD | +31.2% | -2.8% | +33.9% | +29.4% |
| 1Y | +29.6% | -8.1% | +37.6% | +28.8% |
| 3Y | +93.1% | -25.6% | +118.7% | +93.1% |
| All | +142.7% | -29.7% | +172.5% | +137.5% |
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