-21.3%
HUT vs MOS
-33.6%
+12.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.4% |
| 7D | +9.3% | -2.0% | +11.3% | +10.1% |
| 30D | -23.1% | +15.3% | -38.4% | -29.7% |
| 3M | -30.6% | +1.5% | -32.1% | -33.2% |
| 6M | -46.9% | -2.0% | -44.9% | -48.4% |
| YTD | +25.3% | -6.5% | +31.8% | +22.6% |
| 1Y | +59.8% | -11.1% | +70.9% | +59.7% |
| 3Y | +467.2% | -30.3% | +497.4% | +508.7% |
| All | -21.3% | -33.6% | +12.3% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling