+118.0%
MOS vs GEN
+8,824.3%
-8,706.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.4% |
| 7D | +22.5% | +8.5% | +14.0% | +21.0% |
| 30D | +6.6% | +34.2% | -27.6% | +1.6% |
| 3M | -3.8% | +10.0% | -13.8% | -5.8% |
| 6M | -2.2% | +56.8% | -59.0% | -9.9% |
| YTD | -4.8% | +14.2% | -19.0% | -8.1% |
| 1Y | -11.7% | +20.8% | -32.5% | -15.5% |
| 3Y | -26.5% | +84.1% | -110.6% | -34.7% |
| 5Y | -32.2% | +37.1% | -69.3% | -37.5% |
| 10Y | +10.2% | +171.5% | -161.3% | -10.8% |
| All | +118.0% | +8,824.3% | -8,706.3% | -0.4% |
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