+159.9%
DELL vs MOS
-11.3%
+171.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.7% | -7.9% | -7.2% |
| 7D | +4.9% | -2.0% | +6.8% | +4.9% |
| 30D | -32.1% | +15.3% | -47.4% | -32.7% |
| 3M | -30.2% | +1.5% | -31.7% | -29.3% |
| 6M | +41.7% | -2.0% | +43.7% | +43.3% |
| YTD | +176.6% | -6.5% | +183.1% | +191.5% |
| 1Y | +159.9% | -11.1% | +171.0% | +174.0% |
| All | +159.9% | -11.3% | +171.3% | +174.0% |
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