+499.1%
HAL vs MOS
+122.8%
+376.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.3% | -6.6% | -4.5% |
| 7D | -11.1% | +22.5% | -33.6% | -18.8% |
| 30D | -2.4% | +6.6% | -9.1% | -6.1% |
| 3M | +0.8% | -3.8% | +4.6% | +0.5% |
| 6M | -22.8% | -2.2% | -20.6% | -24.7% |
| YTD | +14.5% | -4.8% | +19.3% | +11.0% |
| 1Y | +20.2% | -11.7% | +31.9% | +19.5% |
| 3Y | -15.2% | -26.5% | +11.3% | -12.2% |
| 5Y | +42.5% | -32.2% | +74.7% | +49.1% |
| 10Y | -16.5% | +10.2% | -26.7% | -29.9% |
| All | +499.1% | +122.8% | +376.3% | +292.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling