+67.0%
MDT vs HAS
+99.1%
-32.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.1% |
| 7D | -3.7% | +1.6% | -5.3% | -4.1% |
| 30D | +8.6% | +26.6% | -18.0% | +2.3% |
| 3M | +12.2% | +29.0% | -16.8% | +5.2% |
| 6M | +33.7% | +30.6% | +3.2% | +24.6% |
| YTD | +7.8% | +51.5% | -43.7% | -3.7% |
| 1Y | +8.9% | +58.5% | -49.6% | -3.9% |
| 3Y | +57.6% | +214.1% | -156.5% | +13.5% |
| 5Y | -0.7% | +50.2% | -50.9% | -14.3% |
| All | +67.0% | +99.1% | -32.0% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling