+0.6%
MOS vs BEN
+60.1%
-59.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | +5.5% | +7.2% | -1.7% | +1.7% |
| 30D | +21.0% | +14.1% | +6.8% | +13.3% |
| 3M | -0.5% | +9.9% | -10.4% | -5.2% |
| 6M | +6.6% | +17.4% | -10.8% | -2.2% |
| YTD | -2.8% | +57.3% | -60.1% | -23.9% |
| 1Y | -8.1% | +66.9% | -75.0% | -30.2% |
| 3Y | -25.6% | +85.7% | -111.3% | -48.9% |
| 5Y | -29.8% | +31.2% | -61.0% | -43.6% |
| 10Y | +0.6% | +61.0% | -60.5% | -35.5% |
| All | +0.6% | +60.1% | -59.5% | -35.5% |
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