+84,575.0%
BBY vs MOS
+129.4%
+84,445.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.0% | -2.3% |
| 7D | +10.9% | +24.8% | -13.9% | +5.1% |
| 30D | +19.6% | +22.7% | -3.0% | +13.7% |
| 3M | +27.6% | -1.2% | +28.8% | +27.2% |
| 6M | +79.4% | +5.5% | +73.9% | +75.2% |
| YTD | +61.7% | -2.0% | +63.6% | +58.4% |
| 1Y | +40.3% | -7.9% | +48.2% | +39.2% |
| 3Y | +87.9% | -25.0% | +112.9% | +91.8% |
| 5Y | +0.2% | -27.7% | +27.9% | -1.5% |
| 10Y | +274.5% | -1.6% | +276.0% | +208.3% |
| All | +84,575.0% | +129.4% | +84,445.5% | +32,383.9% |
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