+50.2%
HAS vs MKTX
-53.9%
+104.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | +26.6% | +0.9% | +25.7% | +26.5% |
| 3M | +29.0% | +2.5% | +26.4% | +28.6% |
| 6M | +30.6% | +18.6% | +12.0% | +27.7% |
| YTD | +51.5% | -7.1% | +58.6% | +53.1% |
| 1Y | +58.5% | -0.3% | +58.8% | +58.5% |
| 3Y | +214.1% | -22.3% | +236.4% | +218.9% |
| 5Y | +50.2% | -54.5% | +104.7% | +65.8% |
| All | +50.2% | -53.9% | +104.1% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling