+622.3%
MSCI vs HAS
+56.4%
+565.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.4% | -1.8% | +2.2% | +0.9% |
| 30D | +0.6% | +2.3% | -1.7% | -0.1% |
| 3M | -7.1% | +10.4% | -17.4% | -10.1% |
| 6M | +0.8% | -3.2% | +4.1% | +0.6% |
| YTD | +1.0% | +15.4% | -14.4% | -5.0% |
| 1Y | +4.3% | +18.8% | -14.5% | -2.9% |
| 3Y | +9.9% | +43.9% | -34.0% | -6.0% |
| 5Y | -6.8% | +13.9% | -20.7% | -15.2% |
| All | +622.3% | +56.4% | +565.9% | +478.3% |
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