+808.8%
NOW vs MOS
+5.8%
+802.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -3.2% |
| 7D | -2.4% | +9.5% | -11.9% | -3.8% |
| 30D | +20.5% | +10.4% | +10.1% | +18.5% |
| 3M | +18.3% | +12.9% | +5.5% | +15.6% |
| 6M | +24.1% | +1.2% | +22.8% | +22.5% |
| YTD | -7.8% | +9.3% | -17.1% | -10.4% |
| 1Y | -21.4% | -18.0% | -3.4% | -20.1% |
| 3Y | +19.5% | -29.0% | +48.6% | +22.0% |
| 5Y | +4.1% | -9.6% | +13.7% | -0.2% |
| All | +808.8% | +5.8% | +802.9% | +769.4% |
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