+748.4%
ASX vs MOS
+8.6%
+739.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | -19.9% | +21.6% | -41.5% | -23.8% |
| 30D | -30.9% | +12.0% | -42.8% | -33.1% |
| 3M | -15.1% | -3.9% | -11.2% | -15.2% |
| 6M | -6.5% | -3.3% | -3.2% | -7.1% |
| YTD | +98.4% | -4.6% | +103.1% | +95.6% |
| 1Y | +107.9% | -7.0% | +114.8% | +105.4% |
| 3Y | +325.3% | -24.4% | +349.7% | +330.8% |
| 5Y | +447.3% | -32.1% | +479.4% | +446.6% |
| All | +748.4% | +8.6% | +739.8% | +564.5% |
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