+16.8%
HAS vs MDY
+14.2%
+2.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.7% |
| 7D | -4.8% | -0.8% | -4.1% | -4.3% |
| 30D | -5.1% | -3.9% | -1.3% | -2.2% |
| 3M | +6.4% | 0.0% | +6.4% | +6.4% |
| 6M | -5.6% | +8.5% | -14.2% | -12.4% |
| YTD | +11.0% | +13.2% | -2.2% | -1.2% |
| 1Y | +16.8% | +15.0% | +1.8% | +2.4% |
| All | +16.8% | +14.2% | +2.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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