+8,709.8%
MDT vs HAS
+4,652.9%
+4,056.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | +5.4% | -0.2% | +5.6% | +5.5% |
| 30D | +19.1% | +31.0% | -12.0% | +12.7% |
| 3M | +19.5% | +30.7% | -11.2% | +13.1% |
| 6M | +33.5% | +23.9% | +9.5% | +27.4% |
| YTD | +8.7% | +48.3% | -39.6% | -0.3% |
| 1Y | +16.8% | +60.2% | -43.4% | +5.5% |
| 3Y | +53.0% | +189.2% | -136.2% | +20.5% |
| 5Y | -2.9% | +50.4% | -53.3% | -14.2% |
| 10Y | +61.4% | +104.2% | -42.8% | +29.0% |
| All | +8,709.8% | +4,652.9% | +4,056.9% | +3,330.1% |
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