+242.6%
HL vs MOS
+11.1%
+231.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -2.0% |
| 7D | +7.1% | +7.1% | 0.0% | +4.4% |
| 30D | +21.4% | +15.0% | +6.4% | +15.1% |
| 3M | +37.4% | +24.1% | +13.3% | +26.2% |
| 6M | +0.4% | +2.7% | -2.3% | -2.2% |
| YTD | +6.7% | +12.2% | -5.5% | +0.8% |
| 1Y | +102.4% | -16.3% | +118.6% | +111.4% |
| 3Y | +417.4% | -23.3% | +440.7% | +445.1% |
| 5Y | +243.3% | -4.2% | +247.5% | +225.4% |
| 10Y | +242.6% | +12.6% | +230.0% | +194.3% |
| All | +242.6% | +11.1% | +231.5% | +194.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling