+191.2%
MKSI vs HAS
+45.4%
+145.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.7% | -3.1% |
| 7D | +4.9% | -3.1% | +7.9% | +6.7% |
| 30D | -11.0% | -6.4% | -4.6% | -7.7% |
| 3M | -17.1% | +10.4% | -27.5% | -23.1% |
| 6M | +16.4% | -3.7% | +20.1% | +15.9% |
| YTD | +64.3% | +12.5% | +51.8% | +45.8% |
| 1Y | +137.7% | +19.8% | +117.9% | +101.6% |
| All | +191.2% | +45.4% | +145.9% | +97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling