+6,351.7%
AMD vs MOS
+8.6%
+6,343.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +11.0% |
| 7D | -11.0% | +21.6% | -32.6% | -16.6% |
| 30D | -30.5% | +12.0% | -42.4% | -33.2% |
| 3M | -8.2% | -3.9% | -4.3% | -8.3% |
| 6M | +6.6% | -3.3% | +9.9% | +5.8% |
| YTD | +109.7% | -4.6% | +114.3% | +106.6% |
| 1Y | +88.9% | -7.0% | +95.9% | +86.7% |
| 3Y | +301.8% | -24.4% | +326.3% | +313.7% |
| 5Y | +229.4% | -32.1% | +261.5% | +234.7% |
| All | +6,351.7% | +8.6% | +6,343.1% | +6,483.7% |
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