+15,692.2%
MA vs HAS
+1,075.5%
+14,616.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.8% |
| 7D | +3.2% | 0.0% | +3.2% | +3.2% |
| 30D | +15.9% | +31.3% | -15.4% | +3.8% |
| 3M | +15.2% | +32.1% | -17.0% | +2.7% |
| 6M | +32.4% | +28.1% | +4.2% | +18.5% |
| YTD | +15.6% | +49.1% | -33.5% | -3.4% |
| 1Y | +19.3% | +60.5% | -41.2% | -3.3% |
| 3Y | +73.0% | +183.9% | -110.9% | +5.3% |
| 5Y | +93.7% | +51.2% | +42.5% | +50.8% |
| 10Y | +575.0% | +105.3% | +469.7% | +304.5% |
| All | +15,692.2% | +1,075.5% | +14,616.7% | +4,106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling