+40.2%
BBY vs MOS
-11.5%
+51.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | -1.1% |
| 7D | +4.0% | -2.6% | +6.6% | +4.4% |
| 30D | +17.6% | +13.5% | +4.1% | +15.5% |
| 3M | +25.9% | -2.9% | +28.8% | +25.3% |
| 6M | +85.1% | -1.0% | +86.1% | +84.0% |
| YTD | +60.6% | -7.2% | +67.8% | +55.3% |
| 1Y | +40.2% | -11.4% | +51.6% | +36.2% |
| All | +40.2% | -11.5% | +51.7% | +36.2% |
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