+47.4%
MAS vs HAS
+57.3%
-9.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.1% | +2.6% | +4.4% |
| 7D | +14.2% | +2.4% | +11.7% | +13.1% |
| 30D | +26.8% | +31.6% | -4.8% | +12.9% |
| 3M | +13.1% | +33.9% | -20.7% | -0.1% |
| 6M | +27.9% | +31.4% | -3.5% | +12.9% |
| YTD | +38.7% | +51.6% | -13.0% | +14.5% |
| 1Y | +40.4% | +65.2% | -24.8% | +11.8% |
| 3Y | +66.1% | +188.7% | -122.6% | +2.4% |
| 5Y | +47.4% | +55.7% | -8.3% | +26.2% |
| All | +47.4% | +57.3% | -9.9% | +26.2% |
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 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