+405.8%
HST vs MOH
+1,302.1%
-896.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.6% |
| 7D | +2.0% | -3.3% | +5.3% | +2.8% |
| 30D | -5.2% | -0.1% | -5.2% | -5.3% |
| 3M | -6.2% | -1.1% | -5.2% | -6.4% |
| 6M | +20.4% | +35.9% | -15.4% | +10.2% |
| YTD | +30.6% | +13.1% | +17.5% | +22.8% |
| 1Y | +37.4% | +11.8% | +25.5% | +28.1% |
| 3Y | +66.1% | -38.7% | +104.9% | +70.8% |
| 5Y | +73.7% | -25.1% | +98.8% | +66.2% |
| 10Y | +99.8% | +243.8% | -144.0% | +11.0% |
| All | +405.8% | +1,302.1% | -896.3% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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