+11.7%
HPQ vs MOS
-15.9%
+27.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -4.8% |
| 7D | -0.5% | +7.1% | -7.5% | -1.4% |
| 30D | +3.7% | +15.0% | -11.3% | +1.9% |
| 3M | +24.3% | +24.1% | +0.2% | +20.6% |
| 6M | +64.8% | +2.7% | +62.0% | +63.0% |
| YTD | +43.9% | +12.2% | +31.7% | +41.2% |
| 1Y | +11.7% | -16.3% | +27.9% | +15.1% |
| All | +11.7% | -15.9% | +27.6% | +15.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling