-5.7%
MCD vs HAS
+60.2%
-65.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.2% |
| 7D | +7.3% | +3.3% | +4.0% | +6.9% |
| 30D | +20.0% | +30.5% | -10.6% | +16.6% |
| 3M | +3.8% | +29.9% | -26.1% | +0.9% |
| 6M | +3.8% | +26.5% | -22.8% | +1.7% |
| YTD | -5.9% | +51.9% | -57.8% | -11.2% |
| All | -5.7% | +60.2% | -65.9% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling