+9.5%
MGY vs HAS
+66.3%
-56.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.1% | -8.3% | -4.8% |
| 7D | -12.1% | +2.4% | -14.6% | -11.8% |
| 30D | -2.6% | +31.6% | -34.2% | +1.2% |
| 3M | -4.2% | +33.9% | -38.1% | -0.2% |
| 6M | -23.9% | +31.4% | -55.3% | -20.4% |
| YTD | +8.8% | +51.6% | -42.8% | +12.7% |
| 1Y | +9.5% | +65.2% | -55.7% | +10.7% |
| All | +9.5% | +66.3% | -56.8% | +10.7% |
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