+6,012.9%
HON vs MOS
+117.2%
+5,895.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 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% | +9.8% |
| 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% | +11.1% |
| 10Y | +155.7% | -4.0% | +159.7% | +111.0% |
| All | +6,012.9% | +117.2% | +5,895.8% | +3,048.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling