+2.8%
MOS vs HDB
+61.5%
-58.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.7% | -0.8% | +0.9% |
| 7D | +19.7% | +13.7% | +6.0% | +14.5% |
| 30D | +21.5% | +15.8% | +5.7% | +15.4% |
| 3M | -0.4% | +9.2% | -9.6% | -3.7% |
| 6M | +4.5% | +3.2% | +1.4% | +2.4% |
| YTD | -2.9% | -29.4% | +26.5% | +8.8% |
| 1Y | -7.7% | -27.9% | +20.2% | +2.5% |
| 3Y | -25.6% | -5.9% | -19.8% | -27.5% |
| 5Y | -31.2% | -23.5% | -7.7% | -28.4% |
| 10Y | +2.8% | +61.3% | -58.5% | -23.1% |
| All | +2.8% | +61.5% | -58.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling