+54.0%
HST vs MOS
-7.8%
+61.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.5% |
| 7D | +0.6% | +24.8% | -24.2% | -1.2% |
| 30D | +14.5% | +22.7% | -8.2% | +12.6% |
| 3M | +15.4% | -1.2% | +16.6% | +15.5% |
| 6M | +22.0% | +5.5% | +16.4% | +20.9% |
| YTD | +54.9% | -2.0% | +56.8% | +50.1% |
| 1Y | +54.0% | -7.9% | +61.9% | +50.6% |
| All | +54.0% | -7.8% | +61.7% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling