+9.3%
HON vs MOS
-32.4%
+41.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.8% | +2.0% |
| 7D | +0.8% | +21.6% | -20.8% | -1.9% |
| 30D | +5.7% | +12.0% | -6.2% | +3.9% |
| 3M | -8.3% | -3.9% | -4.4% | -8.3% |
| 6M | -2.4% | -3.3% | +0.9% | -2.8% |
| YTD | +9.0% | -4.6% | +13.6% | +8.0% |
| 1Y | +9.2% | -7.0% | +16.2% | +8.4% |
| 3Y | +26.3% | -24.4% | +50.8% | +26.7% |
| All | +9.3% | -32.4% | +41.7% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling