+14,854.2%
MO vs HAS
+3,598.5%
+11,255.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.3% | -1.8% | +2.1% | +0.6% |
| 30D | +0.6% | +2.3% | -1.6% | +0.3% |
| 3M | -1.0% | +10.4% | -11.3% | -2.5% |
| 6M | +4.3% | -3.2% | +7.6% | +4.4% |
| YTD | +23.3% | +15.4% | +7.9% | +20.1% |
| 1Y | +10.5% | +18.8% | -8.3% | +7.1% |
| 3Y | +96.3% | +43.9% | +52.3% | +82.2% |
| 5Y | +98.9% | +13.9% | +85.0% | +88.6% |
| 10Y | +103.6% | +56.4% | +47.2% | +78.5% |
| All | +14,854.2% | +3,598.5% | +11,255.7% | +6,930.1% |
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