+3.8%
MSCI vs HAS
+50.4%
-46.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.9% |
| 3M | +13.4% | +30.7% | -17.2% | +6.1% |
| 6M | +10.9% | +23.9% | -13.0% | +4.7% |
| YTD | +13.0% | +48.3% | -35.3% | 0.0% |
| 1Y | +12.0% | +60.2% | -48.2% | -3.2% |
| 3Y | +34.1% | +189.2% | -155.1% | -8.3% |
| All | +3.8% | +50.4% | -46.6% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling