+44.4%
HAS vs MKTX
-25.1%
+69.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | -4.8% | +0.3% | -5.1% | -4.8% |
| 30D | -5.1% | +1.0% | -6.1% | -5.1% |
| 3M | +6.4% | +40.8% | -34.4% | +5.8% |
| 6M | -5.6% | -10.9% | +5.2% | -5.2% |
| YTD | +11.0% | -8.6% | +19.6% | +11.3% |
| 1Y | +16.8% | -11.6% | +28.3% | +17.3% |
| All | +44.4% | -25.1% | +69.6% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling