+1,678.8%
HAS vs MDY
+2,534.4%
-855.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -1.0% |
| 7D | -0.2% | -1.7% | +1.5% | +1.0% |
| 30D | +31.0% | -0.9% | +32.0% | +31.9% |
| 3M | +30.7% | -5.7% | +36.4% | +36.3% |
| 6M | +23.9% | -2.9% | +26.8% | +26.2% |
| YTD | +48.3% | +9.8% | +38.5% | +38.2% |
| 1Y | +60.2% | +13.5% | +46.7% | +45.8% |
| 3Y | +189.2% | +51.9% | +137.3% | +114.6% |
| 5Y | +50.4% | +32.0% | +18.4% | +23.2% |
| 10Y | +104.2% | +176.5% | -72.3% | +0.2% |
| All | +1,678.8% | +2,534.4% | -855.5% | +120.5% |
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