+6,511.4%
MCD vs HAS
+4,678.1%
+1,833.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.5% |
| 7D | +8.0% | 0.0% | +8.1% | +8.1% |
| 30D | +19.6% | +31.3% | -11.7% | +13.5% |
| 3M | +2.2% | +32.1% | -29.9% | -3.2% |
| 6M | -1.1% | +28.1% | -29.3% | -6.2% |
| YTD | -7.2% | +49.1% | -56.3% | -14.7% |
| 1Y | -6.7% | +60.5% | -67.2% | -15.5% |
| 3Y | +11.6% | +183.9% | -172.3% | -11.4% |
| 5Y | +22.6% | +51.2% | -28.6% | +8.2% |
| 10Y | +218.4% | +105.3% | +113.1% | +153.5% |
| All | +6,511.4% | +4,678.1% | +1,833.3% | +2,252.5% |
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