+118.0%
MOS vs BEN
+4,597.0%
-4,479.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.9% | +8.2% | +5.3% |
| 7D | +22.5% | -0.4% | +22.9% | +22.8% |
| 30D | +6.6% | -0.7% | +7.3% | +6.9% |
| 3M | -3.8% | -6.8% | +3.0% | -1.2% |
| 6M | -2.2% | +7.9% | -10.1% | -5.9% |
| YTD | -4.8% | +39.6% | -44.4% | -18.6% |
| 1Y | -11.7% | +48.5% | -60.2% | -26.6% |
| 3Y | -26.5% | +55.7% | -82.2% | -41.9% |
| 5Y | -32.2% | +15.1% | -47.3% | -40.7% |
| 10Y | +10.2% | +57.4% | -47.2% | -18.2% |
| All | +118.0% | +4,597.0% | -4,479.0% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling