-12.4%
MDB vs HAS
+61.8%
-74.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +3.0% | +4.5% |
| 7D | -0.9% | +2.2% | -3.1% | -1.1% |
| 30D | -15.2% | +29.6% | -44.7% | -16.5% |
| 3M | -17.9% | +30.3% | -48.2% | -19.0% |
| 6M | +9.3% | +25.6% | -16.3% | +11.2% |
| YTD | -22.0% | +50.8% | -72.8% | -16.9% |
| All | -12.4% | +61.8% | -74.2% | -1.0% |
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