+11.0%
HAS vs MKTX
-61.3%
+72.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | -4.8% | +0.3% | -5.1% | -4.9% |
| 30D | -5.1% | +1.0% | -6.1% | -5.2% |
| 3M | +6.4% | +40.8% | -34.4% | +1.5% |
| 6M | -5.6% | -10.9% | +5.2% | -4.1% |
| YTD | +11.0% | -8.6% | +19.6% | +12.3% |
| 1Y | +16.8% | -11.6% | +28.3% | +18.7% |
| 3Y | +44.0% | -24.5% | +68.6% | +46.3% |
| 5Y | +11.0% | -60.7% | +71.7% | +23.3% |
| All | +11.0% | -61.3% | +72.3% | +23.3% |
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