+168.1%
MGY vs MOS
+18.6%
+149.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.9% |
| 7D | +2.6% | +5.5% | -2.9% | 0.0% |
| 30D | -2.0% | +21.0% | -23.0% | -11.9% |
| 3M | -7.8% | -0.5% | -7.4% | -9.7% |
| 6M | -13.9% | +6.6% | -20.5% | -20.1% |
| YTD | +11.6% | -2.8% | +14.4% | +5.0% |
| 1Y | +6.7% | -8.1% | +14.8% | +2.8% |
| 3Y | +20.6% | -25.6% | +46.2% | +23.5% |
| 5Y | +32.4% | -29.8% | +62.1% | +33.0% |
| All | +168.1% | +18.6% | +149.5% | +88.6% |
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