+20.8%
MCD vs HAS
+48.2%
-27.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.6% | +1.4% | -3.0% | -1.8% |
| 30D | +14.1% | +26.3% | -12.2% | +11.2% |
| 3M | +0.6% | +25.6% | -25.0% | -1.9% |
| 6M | 0.0% | +30.3% | -30.2% | -3.0% |
| YTD | -9.3% | +50.4% | -59.6% | -13.6% |
| 1Y | -9.3% | +57.7% | -67.0% | -14.1% |
| 3Y | +8.6% | +213.4% | -204.8% | -6.8% |
| All | +20.8% | +48.2% | -27.4% | +20.1% |
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