+8.5%
SYY vs MOS
-11.3%
+19.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.1% |
| 7D | -7.3% | +21.6% | -28.9% | -9.1% |
| 30D | +0.1% | +12.0% | -11.9% | -1.2% |
| 3M | -8.2% | -3.9% | -4.3% | -8.5% |
| 6M | +6.3% | -3.3% | +9.6% | +5.9% |
| YTD | +7.3% | -4.6% | +12.0% | +6.2% |
| 1Y | +8.5% | -7.0% | +15.5% | +7.0% |
| All | +8.5% | -11.3% | +19.8% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling