+72.1%
MA vs HAS
+181.4%
-109.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +2.3% | -0.2% | +2.5% | +2.3% |
| 30D | +14.7% | +31.0% | -16.4% | +9.3% |
| 3M | +13.5% | +30.7% | -17.2% | +8.2% |
| 6M | +33.1% | +23.9% | +9.2% | +27.9% |
| YTD | +15.1% | +48.3% | -33.2% | +6.6% |
| 1Y | +18.7% | +60.2% | -41.5% | +8.5% |
| 3Y | +72.1% | +189.2% | -117.1% | +45.1% |
| All | +72.1% | +181.4% | -109.3% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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