+213.4%
RSP vs MOS
+8.6%
+204.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.0% | +21.6% | -22.6% | -5.4% |
| 30D | +2.6% | +12.0% | -9.4% | -0.3% |
| 3M | -0.8% | -3.9% | +3.1% | -0.7% |
| 6M | +6.3% | -3.3% | +9.6% | +5.6% |
| YTD | +14.1% | -4.6% | +18.8% | +12.5% |
| 1Y | +18.0% | -7.0% | +25.0% | +16.6% |
| 3Y | +61.0% | -24.4% | +85.4% | +62.5% |
| 5Y | +45.6% | -32.1% | +77.7% | +43.0% |
| All | +213.4% | +8.6% | +204.8% | +144.1% |
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