-98.9%
MOBX vs SPY
+79.8%
-178.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.9% |
| 7D | +8.3% | -2.0% | +10.2% | +8.3% |
| 30D | -28.5% | -1.7% | -26.9% | -28.5% |
| 3M | -49.8% | +4.7% | -54.5% | -49.8% |
| 6M | -85.2% | +12.5% | -97.7% | -85.2% |
| YTD | -58.2% | +11.7% | -70.0% | -58.2% |
| 1Y | -89.3% | +17.5% | -106.8% | -89.4% |
| 3Y | -99.0% | +76.6% | -175.6% | -99.1% |
| 5Y | -98.9% | +82.0% | -180.9% | -98.9% |
| All | -98.9% | +79.8% | -178.6% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling