+9.3%
SYY vs MOS
-32.4%
+41.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.1% |
| 7D | -7.3% | +21.6% | -28.9% | -9.4% |
| 30D | +0.1% | +12.0% | -11.9% | -1.4% |
| 3M | -8.2% | -3.9% | -4.3% | -8.2% |
| 6M | +6.3% | -3.3% | +9.6% | +5.9% |
| YTD | +7.3% | -4.6% | +12.0% | +6.7% |
| 1Y | +8.5% | -7.0% | +15.5% | +8.0% |
| 3Y | +24.9% | -24.4% | +49.4% | +24.9% |
| All | +9.3% | -32.4% | +41.6% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling