+1,049.8%
MDB vs HAS
+31.1%
+1,018.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.9% |
| 7D | -17.4% | -1.8% | -15.6% | -16.8% |
| 30D | -2.0% | +2.3% | -4.3% | -2.9% |
| 3M | -3.0% | +10.4% | -13.4% | -7.6% |
| 6M | +48.7% | -3.2% | +51.9% | +48.1% |
| YTD | -12.1% | +15.4% | -27.5% | -18.6% |
| 1Y | +14.5% | +18.8% | -4.3% | +4.2% |
| 3Y | -6.1% | +43.9% | -50.1% | -23.7% |
| 5Y | -27.3% | +13.9% | -41.2% | -35.0% |
| All | +1,049.8% | +31.1% | +1,018.7% | +767.2% |
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