+0.6%
MOS vs AZO
+334.9%
-334.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -1.0% |
| 7D | +5.5% | -2.6% | +8.1% | +6.4% |
| 30D | +21.0% | +11.7% | +9.3% | +16.6% |
| 3M | -0.5% | +6.4% | -6.9% | -2.8% |
| 6M | +6.6% | -5.5% | +12.1% | +7.7% |
| YTD | -2.8% | -4.5% | +1.8% | -2.7% |
| 1Y | -8.1% | -13.8% | +5.7% | -4.7% |
| 3Y | -25.6% | +19.8% | -45.4% | -33.1% |
| 5Y | -29.8% | +71.6% | -101.3% | -46.9% |
| 10Y | +0.6% | +331.5% | -330.9% | -48.3% |
| All | +0.6% | +334.9% | -334.3% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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