+34.5%
BBY vs MOS
-16.2%
+50.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +17.4% | -9.4% | +5.7% |
| 7D | +4.5% | +17.9% | -13.4% | +2.3% |
| 30D | +16.0% | +1.6% | +14.4% | +14.9% |
| 3M | +18.6% | -4.0% | +22.6% | +18.2% |
| 6M | +80.1% | -4.1% | +84.2% | +79.2% |
| YTD | +57.4% | -7.8% | +65.2% | +52.3% |
| 1Y | +34.5% | -15.6% | +50.1% | +33.3% |
| All | +34.5% | -16.2% | +50.7% | +33.3% |
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