+299.6%
ASX vs MOS
-26.7%
+326.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +3.3% | -24.1% | -21.3% |
| 7D | -33.3% | +22.5% | -55.8% | -36.1% |
| 30D | -36.5% | +6.6% | -43.1% | -37.4% |
| 3M | -19.2% | -3.8% | -15.4% | -18.9% |
| 6M | -10.2% | -2.2% | -8.0% | -10.7% |
| YTD | +86.5% | -4.8% | +91.2% | +83.6% |
| 1Y | +89.6% | -11.7% | +101.3% | +89.9% |
| All | +299.6% | -26.7% | +326.3% | +299.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling