+12.6%
MOS vs MDY
+170.4%
-157.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +3.4% |
| 7D | +7.1% | +1.0% | +6.0% | +5.8% |
| 30D | +15.0% | -3.1% | +18.2% | +19.1% |
| 3M | +24.1% | +1.8% | +22.3% | +21.2% |
| 6M | +2.7% | +10.8% | -8.1% | -9.1% |
| YTD | +12.2% | +14.4% | -2.2% | -4.7% |
| 1Y | -16.3% | +15.2% | -31.5% | -29.5% |
| 3Y | -23.3% | +51.2% | -74.5% | -54.7% |
| 5Y | -4.2% | +47.2% | -51.4% | -42.4% |
| 10Y | +12.6% | +171.1% | -158.5% | -65.2% |
| All | +12.6% | +170.4% | -157.8% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling