+73.1%
MA vs HAS
+13.4%
+59.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.7% | -1.8% | -0.9% | -2.2% |
| 30D | +1.5% | +2.3% | -0.7% | +0.9% |
| 3M | +20.4% | +10.4% | +10.1% | +17.1% |
| 6M | +11.1% | -3.2% | +14.4% | +11.3% |
| YTD | +2.0% | +15.4% | -13.5% | -2.9% |
| 1Y | -2.2% | +18.8% | -21.0% | -7.7% |
| 3Y | +41.9% | +43.9% | -2.0% | +25.3% |
| All | +73.1% | +13.4% | +59.7% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling