+96.0%
MA vs HAS
+51.1%
+45.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -0.3% | +2.2% | -2.5% | -0.9% |
| 30D | +11.3% | +29.6% | -18.3% | +3.9% |
| 3M | +16.7% | +30.3% | -13.6% | +8.7% |
| 6M | +32.8% | +25.6% | +7.2% | +24.5% |
| YTD | +15.6% | +50.8% | -35.2% | +2.5% |
| 1Y | +19.6% | +63.0% | -43.4% | +3.7% |
| 3Y | +72.1% | +211.6% | -139.5% | +17.5% |
| 5Y | +96.0% | +50.4% | +45.6% | +84.9% |
| All | +96.0% | +51.1% | +45.0% | +84.9% |
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