+23.7%
BBY vs MOS
-17.5%
+41.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +3.0% |
| 7D | +9.5% | +9.5% | 0.0% | +8.5% |
| 30D | +6.8% | +10.4% | -3.6% | +5.7% |
| 3M | +28.9% | +12.9% | +16.0% | +26.8% |
| 6M | +37.8% | +1.2% | +36.6% | +35.3% |
| YTD | +38.7% | +9.3% | +29.4% | +32.1% |
| 1Y | +23.7% | -18.0% | +41.7% | +31.5% |
| All | +23.7% | -17.5% | +41.2% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling