+650.3%
HCA vs MOS
-3.5%
+653.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | +0.8% | -2.0% | +2.8% | +1.3% |
| 30D | +6.1% | +15.3% | -9.2% | +2.0% |
| 3M | +21.4% | +1.5% | +19.9% | +20.0% |
| 6M | +17.2% | -2.0% | +19.1% | +15.9% |
| YTD | +7.5% | -6.5% | +14.0% | +5.9% |
| 1Y | +6.2% | -11.1% | +17.2% | +5.8% |
| 3Y | +122.0% | -30.3% | +152.3% | +128.9% |
| 5Y | +112.2% | -33.5% | +145.7% | +103.9% |
| All | +650.3% | -3.5% | +653.7% | +391.6% |
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