+99.7%
HBAN vs MOS
-4.2%
+103.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.6% | +0.6% |
| 7D | +0.8% | -2.6% | +3.3% | +1.6% |
| 30D | +3.2% | +13.5% | -10.2% | -1.9% |
| 3M | -11.1% | -2.9% | -8.2% | -11.4% |
| 6M | +1.2% | -1.0% | +2.2% | -0.9% |
| YTD | -6.7% | -7.2% | +0.5% | -8.6% |
| 1Y | +2.4% | -11.4% | +13.8% | +1.7% |
| 3Y | +73.3% | -29.0% | +102.2% | +79.1% |
| 5Y | +20.7% | -34.0% | +54.7% | +18.0% |
| All | +99.7% | -4.2% | +103.8% | +39.0% |
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