+559.1%
AMZN vs MOS
+8.6%
+550.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -3.0% | +9.5% | -12.5% | -4.2% |
| 30D | -5.2% | +10.4% | -15.6% | -6.5% |
| 3M | +1.9% | +12.9% | -11.0% | -0.2% |
| 6M | +19.2% | +1.2% | +18.0% | +18.0% |
| YTD | +12.0% | +9.3% | +2.7% | +9.3% |
| 1Y | +9.7% | -18.0% | +27.7% | +11.3% |
| 3Y | +87.2% | -29.0% | +116.2% | +90.3% |
| 5Y | +48.7% | -9.6% | +58.2% | +45.8% |
| All | +559.1% | +8.6% | +550.4% | +579.3% |
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