-9.7%
HAL vs MOS
-24.9%
+15.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | -7.9% | +19.7% | -27.5% | -12.2% |
| 30D | -2.1% | +21.5% | -23.6% | -7.2% |
| 3M | +0.4% | -0.4% | +0.9% | +0.1% |
| 6M | -19.2% | +4.5% | -23.8% | -21.3% |
| YTD | +14.4% | -2.9% | +17.3% | +11.7% |
| 1Y | +18.0% | -7.7% | +25.7% | +17.1% |
| 3Y | -9.7% | -25.6% | +16.0% | -7.9% |
| All | -9.7% | -24.9% | +15.2% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling