+21.6%
BBY vs MOS
-15.9%
+37.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.7% | -1.3% |
| 7D | +8.1% | +7.1% | +1.0% | +7.3% |
| 30D | +8.9% | +15.0% | -6.1% | +7.3% |
| 3M | +22.0% | +24.1% | -2.0% | +19.0% |
| 6M | +37.8% | +2.7% | +35.1% | +35.3% |
| YTD | +37.3% | +12.2% | +25.1% | +30.5% |
| 1Y | +21.6% | -16.3% | +37.8% | +29.1% |
| All | +21.6% | -15.9% | +37.5% | +29.1% |
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