+785.4%
MSCI vs HAS
+101.4%
+684.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.1% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | +15.4% | +31.0% | -15.6% | +7.1% |
| 3M | +13.4% | +30.7% | -17.2% | +5.2% |
| 6M | +10.9% | +23.9% | -13.0% | +3.7% |
| YTD | +13.0% | +48.3% | -35.3% | -0.9% |
| 1Y | +12.0% | +60.2% | -48.2% | -4.1% |
| 3Y | +34.1% | +189.2% | -155.1% | -7.4% |
| 5Y | +3.9% | +50.4% | -46.5% | -12.5% |
| All | +785.4% | +101.4% | +684.0% | +541.7% |
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