+6,288.2%
MS vs HAS
+1,456.1%
+4,832.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +1.4% | -1.8% | +3.2% | +2.2% |
| 30D | -0.3% | +2.3% | -2.5% | -1.4% |
| 3M | +0.3% | +10.4% | -10.1% | -4.6% |
| 6M | +31.3% | -3.2% | +34.6% | +31.1% |
| YTD | +24.7% | +15.4% | +9.3% | +14.7% |
| 1Y | +47.9% | +18.8% | +29.1% | +33.9% |
| 3Y | +178.3% | +43.9% | +134.4% | +121.2% |
| 5Y | +144.9% | +13.9% | +131.0% | +109.7% |
| 10Y | +804.5% | +56.4% | +748.1% | +508.0% |
| All | +6,288.2% | +1,456.1% | +4,832.1% | +1,509.2% |
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