-7.0%
MOS vs GEN
+147.0%
-154.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -3.8% |
| 7D | -2.6% | -3.0% | +0.4% | -1.8% |
| 30D | +13.5% | +24.7% | -11.2% | +7.1% |
| 3M | -2.9% | +4.1% | -7.0% | -4.6% |
| 6M | -1.0% | +36.0% | -37.0% | -9.9% |
| YTD | -7.2% | +10.9% | -18.1% | -11.5% |
| 1Y | -11.4% | +12.2% | -23.6% | -15.7% |
| 3Y | -29.0% | +63.3% | -92.3% | -40.0% |
| 5Y | -34.0% | +29.0% | -63.0% | -42.0% |
| All | -7.0% | +147.0% | -154.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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