+861.6%
ASX vs MOS
+5.8%
+855.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | -0.7% | +9.5% | -10.2% | -2.8% |
| 30D | +2.0% | +10.4% | -8.4% | -0.5% |
| 3M | -1.3% | +12.9% | -14.2% | -4.6% |
| 6M | +71.4% | +1.2% | +70.2% | +68.7% |
| YTD | +135.3% | +9.3% | +126.0% | +126.8% |
| 1Y | +267.5% | -18.0% | +285.5% | +276.5% |
| 3Y | +388.5% | -29.0% | +417.5% | +405.0% |
| 5Y | +417.1% | -9.6% | +426.7% | +385.7% |
| All | +861.6% | +5.8% | +855.8% | +674.8% |
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