+156.2%
HON vs MOS
-4.2%
+160.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.7% | -0.9% |
| 7D | +3.6% | -2.6% | +6.1% | +4.1% |
| 30D | +7.8% | +13.5% | -5.7% | +4.5% |
| 3M | -4.8% | -2.9% | -1.9% | -5.0% |
| 6M | -1.7% | -1.0% | -0.7% | -2.8% |
| YTD | +10.7% | -7.2% | +17.9% | +9.7% |
| 1Y | +7.8% | -11.4% | +19.2% | +7.7% |
| 3Y | +28.1% | -29.0% | +57.1% | +31.0% |
| 5Y | +12.2% | -34.0% | +46.2% | +8.9% |
| All | +156.2% | -4.2% | +160.4% | +89.3% |
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 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