+575.3%
HLT vs MOS
+13.3%
+562.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | +0.3% |
| 7D | -2.6% | +0.5% | -3.1% | -2.7% |
| 30D | -2.6% | +10.9% | -13.5% | -5.4% |
| 3M | -9.4% | +29.2% | -38.7% | -15.7% |
| 6M | +2.7% | -2.3% | +5.0% | +1.6% |
| YTD | +6.8% | +8.3% | -1.6% | +2.3% |
| 1Y | +12.4% | -21.2% | +33.5% | +16.3% |
| 3Y | +100.2% | -25.9% | +126.1% | +103.7% |
| 5Y | +143.7% | -9.4% | +153.1% | +119.4% |
| All | +575.3% | +13.3% | +562.0% | +378.4% |
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