+1,284.2%
HAS vs MDY
+2,662.7%
-1,378.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +2.3% | -1.5% | +3.8% | +3.3% |
| 3M | +10.4% | +0.8% | +9.6% | +9.7% |
| 6M | -3.2% | +7.4% | -10.7% | -8.4% |
| YTD | +15.4% | +15.2% | +0.2% | +3.9% |
| 1Y | +18.8% | +16.5% | +2.3% | +6.1% |
| 3Y | +43.9% | +46.8% | -2.9% | +9.4% |
| 5Y | +13.9% | +46.0% | -32.1% | -13.2% |
| 10Y | +56.4% | +172.1% | -115.6% | -22.7% |
| All | +1,284.2% | +2,662.7% | -1,378.5% | +65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling