+2,781.3%
MSCI vs HAS
+712.5%
+2,068.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.1% |
| 7D | +6.0% | 0.0% | +6.1% | +6.1% |
| 30D | +18.2% | +31.3% | -13.1% | +7.0% |
| 3M | +15.1% | +32.1% | -17.0% | +3.8% |
| 6M | +13.7% | +28.1% | -14.4% | +2.5% |
| YTD | +15.6% | +49.1% | -33.5% | -2.8% |
| 1Y | +16.3% | +60.5% | -44.2% | -5.1% |
| 3Y | +36.9% | +183.9% | -147.0% | -14.4% |
| 5Y | +6.3% | +51.2% | -44.9% | -16.0% |
| 10Y | +823.0% | +105.3% | +717.7% | +459.8% |
| All | +2,781.3% | +712.5% | +2,068.8% | +645.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling