+215.7%
RSP vs MOS
-1.8%
+217.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -0.3% | +5.5% | -5.8% | -1.5% |
| 30D | +4.4% | +21.0% | -16.5% | -0.1% |
| 3M | +1.3% | -0.5% | +1.7% | +0.6% |
| 6M | +10.0% | +6.6% | +3.4% | +7.0% |
| YTD | +17.6% | -2.8% | +20.4% | +15.4% |
| 1Y | +19.2% | -8.1% | +27.3% | +18.2% |
| 3Y | +66.0% | -25.6% | +91.6% | +68.4% |
| 5Y | +50.4% | -29.8% | +80.2% | +46.6% |
| 10Y | +215.7% | +0.6% | +215.1% | +145.3% |
| All | +215.7% | -1.8% | +217.5% | +145.3% |
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