-14.9%
HAL vs MOS
-3.5%
-11.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.7% |
| 7D | +6.1% | -2.0% | +8.1% | +7.1% |
| 30D | +2.9% | +15.3% | -12.4% | -6.5% |
| 3M | +3.3% | +1.5% | +1.8% | -0.3% |
| 6M | -16.9% | -2.0% | -14.9% | -20.1% |
| YTD | +21.2% | -6.5% | +27.7% | +15.9% |
| 1Y | +27.5% | -11.1% | +38.6% | +24.9% |
| 3Y | -6.4% | -30.3% | +23.8% | -1.0% |
| 5Y | +58.0% | -33.5% | +91.5% | +58.9% |
| All | -14.9% | -3.5% | -11.4% | -46.4% |
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