+3,099.6%
MMM vs HAS
+4,652.9%
-1,553.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +6.2% | -0.2% | +6.4% | +6.3% |
| 30D | +14.2% | +31.0% | -16.8% | +7.1% |
| 3M | +2.9% | +30.7% | -27.8% | -3.5% |
| 6M | +27.6% | +23.9% | +3.7% | +20.8% |
| YTD | +17.3% | +48.3% | -31.0% | +6.1% |
| 1Y | +15.1% | +60.2% | -45.1% | +2.2% |
| 3Y | +157.1% | +189.2% | -32.1% | +96.2% |
| 5Y | +45.1% | +50.4% | -5.3% | +26.6% |
| 10Y | +83.9% | +104.2% | -20.3% | +43.0% |
| All | +3,099.6% | +4,652.9% | -1,553.3% | +1,164.6% |
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