+150.2%
MOS vs GEN
+8,838.9%
-8,688.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.8% |
| 7D | +9.5% | -1.2% | +10.7% | +9.7% |
| 30D | +10.4% | +10.1% | +0.3% | +8.7% |
| 3M | +12.9% | +16.1% | -3.2% | +10.0% |
| 6M | +1.2% | +38.9% | -37.6% | -4.7% |
| YTD | +9.3% | +14.4% | -5.1% | +6.0% |
| 1Y | -18.0% | +5.9% | -23.8% | -19.5% |
| 3Y | -29.0% | +58.8% | -87.8% | -35.1% |
| 5Y | -9.6% | +24.7% | -34.2% | -15.0% |
| 10Y | +6.1% | +163.1% | -157.0% | -13.4% |
| All | +150.2% | +8,838.9% | -8,688.6% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling