+14.0%
MSCI vs HAS
+60.2%
-46.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | +2.7% | +3.3% | -0.6% | +2.7% |
| 30D | +16.2% | +30.5% | -14.3% | +17.4% |
| 3M | +17.1% | +29.9% | -12.8% | +18.0% |
| 6M | +13.0% | +26.5% | -13.5% | +16.1% |
| YTD | +15.8% | +51.9% | -36.2% | +11.8% |
| All | +14.0% | +60.2% | -46.2% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling