+4,271.9%
MU vs MOS
+6.2%
+4,265.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.4% | +5.7% |
| 7D | -12.0% | +19.7% | -31.7% | -17.5% |
| 30D | -28.7% | +21.5% | -50.2% | -33.6% |
| 3M | -16.4% | -0.4% | -16.0% | -17.7% |
| 6M | -1.8% | +4.5% | -6.3% | -4.9% |
| YTD | +157.1% | -2.9% | +160.0% | +150.0% |
| 1Y | +208.5% | -7.7% | +216.2% | +203.7% |
| 3Y | +906.2% | -25.6% | +931.8% | +933.1% |
| 5Y | +893.4% | -31.2% | +924.6% | +860.6% |
| 10Y | +4,271.9% | +2.8% | +4,269.0% | +3,278.6% |
| All | +4,271.9% | +6.2% | +4,265.7% | +3,278.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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