+1,682.0%
MAS vs HAS
+4,759.6%
-3,077.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.1% | +2.6% | +4.6% |
| 7D | +14.2% | +2.4% | +11.7% | +13.3% |
| 30D | +26.8% | +31.6% | -4.8% | +15.2% |
| 3M | +13.1% | +33.9% | -20.7% | +2.1% |
| 6M | +27.9% | +31.4% | -3.5% | +15.4% |
| YTD | +38.7% | +51.6% | -13.0% | +18.8% |
| 1Y | +40.4% | +65.2% | -24.8% | +16.8% |
| 3Y | +66.1% | +188.7% | -122.6% | +12.3% |
| 5Y | +47.4% | +55.7% | -8.3% | +20.6% |
| 10Y | +238.3% | +108.8% | +129.6% | +133.4% |
| All | +1,682.0% | +4,759.6% | -3,077.6% | +469.4% |
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 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