-99.0%
MOBX vs SPY
+76.5%
-175.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.5% | -8.2% | -8.6% |
| 7D | +8.4% | -0.4% | +8.8% | +8.4% |
| 30D | -32.6% | -1.4% | -31.2% | -32.5% |
| 3M | -48.9% | +3.7% | -52.6% | -48.9% |
| 6M | -85.7% | +13.0% | -98.7% | -85.5% |
| YTD | -56.6% | +12.4% | -69.0% | -56.4% |
| 1Y | -88.6% | +18.5% | -107.2% | -89.0% |
| All | -99.0% | +76.5% | -175.5% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling