+96.8%
MOS vs AZO
+43,293.3%
-43,196.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +9.5% | +0.7% | +8.8% | +9.3% |
| 30D | +10.4% | -2.7% | +13.1% | +11.1% |
| 3M | +12.9% | -3.2% | +16.1% | +13.4% |
| 6M | +1.2% | -19.7% | +21.0% | +7.0% |
| YTD | +9.3% | -12.0% | +21.3% | +12.2% |
| 1Y | -18.0% | -29.5% | +11.5% | -10.4% |
| 3Y | -29.0% | +17.3% | -46.4% | -34.2% |
| 5Y | -9.6% | +94.1% | -103.6% | -29.1% |
| 10Y | +6.1% | +303.3% | -297.2% | -34.2% |
| All | +96.8% | +43,293.3% | -43,196.6% | -54.7% |
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