+3,552.3%
ASX vs MOS
+113.0%
+3,439.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +17.4% | -21.3% | -8.1% |
| 7D | -14.6% | +17.9% | -32.5% | -18.4% |
| 30D | -21.1% | +1.6% | -22.6% | -21.9% |
| 3M | -3.1% | -4.0% | +0.9% | -3.2% |
| 6M | +17.4% | -4.1% | +21.5% | +16.8% |
| YTD | +135.3% | -7.8% | +143.1% | +133.9% |
| 1Y | +146.5% | -15.6% | +162.1% | +149.5% |
| 3Y | +403.1% | -28.9% | +431.9% | +418.8% |
| 5Y | +551.7% | -36.8% | +588.6% | +563.3% |
| 10Y | +923.7% | +6.7% | +917.0% | +710.5% |
| All | +3,552.3% | +113.0% | +3,439.3% | +1,727.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling