+697.2%
ASX vs MOS
+8.5%
+688.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +3.3% | -24.1% | -21.5% |
| 7D | -33.3% | +22.5% | -55.8% | -36.6% |
| 30D | -36.5% | +6.6% | -43.1% | -37.8% |
| 3M | -19.2% | -3.8% | -15.4% | -19.3% |
| 6M | -10.2% | -2.2% | -8.0% | -11.1% |
| YTD | +86.5% | -4.8% | +91.2% | +83.8% |
| 1Y | +89.6% | -11.7% | +101.3% | +89.7% |
| 3Y | +298.6% | -26.5% | +325.1% | +306.3% |
| 5Y | +414.3% | -32.2% | +446.5% | +413.8% |
| All | +697.2% | +8.5% | +688.7% | +524.5% |
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