+28.0%
HON vs MOS
-28.2%
+56.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.2% |
| 7D | +1.4% | -2.0% | +3.4% | +1.7% |
| 30D | +7.5% | +15.3% | -7.8% | +5.4% |
| 3M | -4.3% | +1.5% | -5.8% | -5.0% |
| 6M | -1.5% | -2.0% | +0.4% | -2.1% |
| YTD | +10.5% | -6.5% | +17.1% | +9.5% |
| 1Y | +8.5% | -11.1% | +19.6% | +8.1% |
| 3Y | +28.0% | -30.3% | +58.3% | +28.4% |
| All | +28.0% | -28.2% | +56.2% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling