+75.0%
MOS vs AZO
+46,994.3%
-46,919.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -1.0% |
| 7D | +5.5% | -2.6% | +8.1% | +6.3% |
| 30D | +21.0% | +11.7% | +9.3% | +17.1% |
| 3M | -0.5% | +6.4% | -6.9% | -2.5% |
| 6M | +6.6% | -5.5% | +12.1% | +7.4% |
| YTD | -2.8% | -4.5% | +1.8% | -2.7% |
| 1Y | -8.1% | -13.8% | +5.7% | -5.3% |
| 3Y | -25.6% | +19.8% | -45.4% | -31.4% |
| 5Y | -29.8% | +71.6% | -101.3% | -42.8% |
| 10Y | +0.6% | +331.5% | -330.9% | -38.9% |
| All | +75.0% | +46,994.3% | -46,919.2% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling