+2,655.3%
DELL vs MOS
+6.2%
+2,649.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +5.0% |
| 7D | -11.8% | +19.7% | -31.5% | -16.5% |
| 30D | -40.8% | +21.5% | -62.3% | -44.2% |
| 3M | -23.6% | -0.4% | -23.2% | -24.5% |
| 6M | +33.4% | +4.5% | +28.8% | +29.2% |
| YTD | +178.0% | -2.9% | +180.9% | +172.0% |
| 1Y | +138.6% | -7.7% | +146.3% | +135.8% |
| 3Y | +400.9% | -25.6% | +426.5% | +410.4% |
| 5Y | +580.7% | -31.2% | +611.9% | +572.6% |
| 10Y | +2,655.3% | +2.8% | +2,652.5% | +1,992.3% |
| All | +2,655.3% | +6.2% | +2,649.1% | +1,992.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling