+78.1%
HST vs MOS
-26.7%
+104.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.3% | -9.0% | -6.2% |
| 7D | -4.2% | +22.5% | -26.7% | -7.4% |
| 30D | +9.6% | +6.6% | +2.9% | +8.2% |
| 3M | -1.1% | -3.8% | +2.7% | -0.9% |
| 6M | +21.1% | -2.2% | +23.3% | +20.5% |
| YTD | +47.1% | -4.8% | +51.9% | +44.7% |
| 1Y | +64.0% | -11.7% | +75.7% | +63.7% |
| All | +78.1% | -26.7% | +104.8% | +77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling