+6,984.2%
MCK vs HAS
+1,268.3%
+5,715.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.6% |
| 7D | -1.9% | -3.1% | +1.2% | -1.4% |
| 30D | +2.4% | -2.7% | +5.1% | +2.9% |
| 3M | +16.1% | +8.9% | +7.2% | +14.1% |
| 6M | -3.1% | -2.9% | -0.2% | -3.0% |
| YTD | +8.7% | +12.6% | -3.9% | +5.6% |
| 1Y | +28.1% | +17.5% | +10.6% | +23.3% |
| 3Y | +114.1% | +46.2% | +67.9% | +92.8% |
| 5Y | +342.5% | +12.6% | +329.9% | +311.9% |
| 10Y | +424.1% | +55.7% | +368.4% | +335.2% |
| All | +6,984.2% | +1,268.3% | +5,715.9% | +3,601.4% |
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