+131.4%
MKSI vs HAS
+21.6%
+109.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.6% |
| 7D | +2.7% | -1.1% | +3.8% | +3.0% |
| 30D | -12.8% | -2.8% | -10.0% | -12.1% |
| 3M | -22.5% | +10.1% | -32.6% | -26.3% |
| 6M | +19.4% | -1.4% | +20.8% | +16.6% |
| YTD | +67.7% | +14.2% | +53.5% | +45.5% |
| 1Y | +131.4% | +18.2% | +113.2% | +82.0% |
| All | +131.4% | +21.6% | +109.8% | +82.0% |
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