-98.9%
AMC vs MOS
+5.8%
-104.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +2.9% | +3.8% |
| 7D | +2.3% | +9.5% | -7.2% | -1.0% |
| 30D | -0.7% | +10.4% | -11.2% | -4.5% |
| 3M | +35.2% | +12.9% | +22.3% | +29.0% |
| 6M | +124.6% | +1.2% | +123.3% | +119.5% |
| YTD | +69.9% | +9.3% | +60.6% | +59.8% |
| 1Y | -2.6% | -18.0% | +15.4% | +0.8% |
| 3Y | -79.8% | -29.0% | -50.7% | -78.6% |
| 5Y | -99.4% | -9.6% | -89.8% | -99.5% |
| All | -98.9% | +5.8% | -104.7% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling