+849.8%
MDB vs HAS
+69.3%
+780.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.6% | -6.6% |
| 7D | -20.9% | 0.0% | -20.9% | -20.9% |
| 30D | -15.6% | +31.3% | -46.9% | -24.2% |
| 3M | -19.1% | +32.1% | -51.2% | -27.8% |
| 6M | +14.2% | +28.1% | -13.9% | +1.9% |
| YTD | -27.4% | +49.1% | -76.5% | -39.5% |
| 1Y | -13.0% | +60.5% | -73.6% | -29.9% |
| 3Y | -11.2% | +183.9% | -195.1% | -45.5% |
| 5Y | -45.2% | +51.2% | -96.4% | -56.2% |
| All | +849.8% | +69.3% | +780.5% | +545.1% |
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 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