-1.6%
MOS vs BEN
+55.0%
-56.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.4% |
| 7D | +24.8% | +12.1% | +12.7% | +18.1% |
| 30D | +22.7% | +13.4% | +9.3% | +15.3% |
| 3M | -1.2% | +9.4% | -10.6% | -5.7% |
| 6M | +5.5% | +19.3% | -13.7% | -3.9% |
| YTD | -2.0% | +57.3% | -59.2% | -23.2% |
| 1Y | -7.9% | +69.1% | -77.1% | -30.6% |
| 3Y | -25.0% | +85.6% | -110.6% | -48.5% |
| 5Y | -27.7% | +32.9% | -60.7% | -42.5% |
| 10Y | -1.6% | +58.3% | -59.9% | -35.9% |
| All | -1.6% | +55.0% | -56.5% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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