+86.1%
ROKU vs MOS
-21.8%
+107.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.9% |
| 7D | -0.1% | +7.1% | -7.2% | -2.1% |
| 30D | +1.5% | +15.0% | -13.6% | -2.7% |
| 3M | +25.7% | +24.1% | +1.6% | +17.5% |
| 6M | +54.5% | +2.7% | +51.7% | +50.0% |
| YTD | +43.2% | +12.2% | +31.0% | +34.5% |
| 1Y | +56.3% | -16.3% | +72.6% | +61.4% |
| 3Y | +86.1% | -23.3% | +109.4% | +83.8% |
| All | +86.1% | -21.8% | +107.9% | +83.8% |
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 2023-09-08 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling