+499.7%
HCA vs MOS
+12.0%
+487.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +5.2% |
| 7D | +4.9% | +1.7% | +3.2% | +4.4% |
| 30D | +1.9% | +11.7% | -9.8% | -1.2% |
| 3M | +12.7% | +23.2% | -10.4% | +5.9% |
| 6M | -22.3% | -1.6% | -20.7% | -23.4% |
| YTD | -9.3% | +10.8% | -20.2% | -13.9% |
| 1Y | +2.7% | -16.2% | +18.9% | +4.5% |
| 3Y | +57.8% | -24.2% | +82.0% | +60.1% |
| 5Y | +70.3% | -6.6% | +77.0% | +47.8% |
| 10Y | +499.7% | +16.3% | +483.3% | +286.7% |
| All | +499.7% | +12.0% | +487.7% | +286.7% |
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 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