+12.6%
MOS vs AEE
+185.4%
-172.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.7% | +2.4% |
| 7D | +7.1% | +1.3% | +5.7% | +6.7% |
| 30D | +15.0% | -1.2% | +16.3% | +15.3% |
| 3M | +24.1% | +1.0% | +23.1% | +23.5% |
| 6M | +2.7% | -2.3% | +5.0% | +3.1% |
| YTD | +12.2% | +9.1% | +3.1% | +9.2% |
| 1Y | -16.3% | +10.6% | -26.8% | -18.9% |
| 3Y | -23.3% | +48.5% | -71.8% | -32.4% |
| 5Y | -4.2% | +39.9% | -44.0% | -14.5% |
| 10Y | +12.6% | +185.7% | -173.1% | -2.0% |
| All | +12.6% | +185.4% | -172.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling