+209.8%
MGY vs MOS
+32.2%
+177.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | +0.8% |
| 7D | +1.8% | +0.5% | +1.3% | +1.5% |
| 30D | +6.5% | +10.9% | -4.4% | +1.1% |
| 3M | +0.3% | +29.2% | -28.9% | -12.9% |
| 6M | -2.4% | -2.3% | -0.1% | -5.8% |
| YTD | +29.0% | +8.3% | +20.7% | +17.5% |
| 1Y | +17.0% | -21.2% | +38.2% | +24.3% |
| 3Y | +26.2% | -25.9% | +52.1% | +32.0% |
| 5Y | +92.3% | -9.4% | +101.7% | +72.5% |
| All | +209.8% | +32.2% | +177.7% | +111.0% |
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 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