+556.7%
QQQ vs MOS
+11.1%
+545.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.5% |
| 7D | +1.5% | +7.1% | -5.5% | +0.3% |
| 30D | -0.6% | +15.0% | -15.7% | -3.1% |
| 3M | +0.4% | +24.1% | -23.7% | -3.5% |
| 6M | +20.1% | +2.7% | +17.3% | +18.3% |
| YTD | +17.2% | +12.2% | +5.0% | +13.4% |
| 1Y | +24.7% | -16.3% | +41.0% | +26.5% |
| 3Y | +96.2% | -23.3% | +119.5% | +97.9% |
| 5Y | +94.4% | -4.2% | +98.6% | +82.3% |
| 10Y | +556.7% | +12.6% | +544.1% | +472.7% |
| All | +556.7% | +11.1% | +545.6% | +472.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling