+6,406.4%
AMD vs MOS
+5.8%
+6,400.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.4% | +3.3% | +4.3% |
| 7D | +2.6% | +9.5% | -7.0% | -0.2% |
| 30D | -0.9% | +10.4% | -11.4% | -4.0% |
| 3M | -8.7% | +12.9% | -21.6% | -12.5% |
| 6M | +136.3% | +1.2% | +135.1% | +132.0% |
| YTD | +123.0% | +9.3% | +113.7% | +113.3% |
| 1Y | +195.2% | -18.0% | +213.2% | +206.0% |
| 3Y | +336.3% | -29.0% | +365.4% | +359.4% |
| 5Y | +334.5% | -9.6% | +344.1% | +308.0% |
| All | +6,406.4% | +5.8% | +6,400.6% | +5,844.2% |
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