+813.9%
MSCI vs HAS
+102.4%
+711.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +2.7% | +3.3% | -0.6% | +1.8% |
| 30D | +16.2% | +30.5% | -14.3% | +7.9% |
| 3M | +17.1% | +29.9% | -12.8% | +8.8% |
| 6M | +13.0% | +26.5% | -13.5% | +5.0% |
| YTD | +15.8% | +51.9% | -36.2% | +0.9% |
| 1Y | +15.5% | +60.9% | -45.4% | -1.2% |
| 3Y | +32.3% | +215.0% | -182.7% | -11.0% |
| 5Y | +8.2% | +51.5% | -43.3% | -9.1% |
| All | +813.9% | +102.4% | +711.5% | +558.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling