+146.5%
ASX vs MOS
-16.2%
+162.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +17.4% | -21.3% | -5.6% |
| 7D | -14.6% | +17.9% | -32.5% | -16.2% |
| 30D | -21.1% | +1.6% | -22.6% | -21.0% |
| 3M | -3.1% | -4.0% | +0.9% | -2.3% |
| 6M | +17.4% | -4.1% | +21.5% | +17.7% |
| YTD | +135.3% | -7.8% | +143.1% | +135.3% |
| 1Y | +146.5% | -15.6% | +162.1% | +150.2% |
| All | +146.5% | -16.2% | +162.7% | +150.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling