+10.5%
MDT vs HAS
+58.1%
-47.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.0% |
| 7D | +1.0% | +1.4% | -0.3% | +0.7% |
| 30D | +9.2% | +26.3% | -17.1% | +3.9% |
| 3M | +14.5% | +25.6% | -11.1% | +8.9% |
| 6M | +37.3% | +30.3% | +7.1% | +29.1% |
| YTD | +9.8% | +50.4% | -40.5% | -0.2% |
| 1Y | +10.5% | +57.7% | -47.2% | -0.4% |
| All | +10.5% | +58.1% | -47.5% | -0.4% |
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 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