+2.9%
HAL vs MOS
+5.8%
-3.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.4% |
| 7D | +2.9% | +9.5% | -6.6% | -2.1% |
| 30D | +17.0% | +10.4% | +6.6% | +10.5% |
| 3M | -9.7% | +12.9% | -22.5% | -17.1% |
| 6M | +8.6% | +1.2% | +7.4% | +2.7% |
| YTD | +33.0% | +9.3% | +23.7% | +19.7% |
| 1Y | +68.3% | -18.0% | +86.3% | +76.4% |
| 3Y | +0.1% | -29.0% | +29.1% | +7.5% |
| 5Y | +102.6% | -9.6% | +112.2% | +72.9% |
| All | +2.9% | +5.8% | -3.0% | -33.5% |
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