+4,408.5%
HAS vs MKC
+3,052.1%
+1,356.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.4% |
| 7D | +3.3% | -2.4% | +5.7% | +3.9% |
| 30D | +30.5% | +5.4% | +25.2% | +28.6% |
| 3M | +29.9% | -11.1% | +41.0% | +33.7% |
| 6M | +26.5% | -1.4% | +27.9% | +26.4% |
| YTD | +51.9% | -29.4% | +81.4% | +64.8% |
| 1Y | +60.9% | -24.7% | +85.6% | +71.5% |
| 3Y | +215.0% | -21.8% | +236.8% | +229.7% |
| 5Y | +51.5% | -36.0% | +87.5% | +65.7% |
| 10Y | +102.2% | +24.9% | +77.3% | +83.3% |
| All | +4,408.5% | +3,052.1% | +1,356.4% | +1,848.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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