+29.4%
MMM vs HAS
+13.4%
+16.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.3% |
| 7D | -3.3% | -1.8% | -1.5% | -2.8% |
| 30D | -7.0% | +2.3% | -9.3% | -7.7% |
| 3M | +10.8% | +10.4% | +0.5% | +7.3% |
| 6M | +5.8% | -3.2% | +9.0% | +6.1% |
| YTD | +6.8% | +15.4% | -8.6% | +1.0% |
| 1Y | +10.4% | +18.8% | -8.4% | +3.3% |
| 3Y | +104.7% | +43.9% | +60.8% | +76.7% |
| All | +29.4% | +13.4% | +16.0% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling