+20.8%
MSFU vs HAS
+221.5%
-200.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -5.2% |
| 7D | -12.7% | +2.0% | -14.7% | -13.1% |
| 30D | -9.0% | +30.9% | -39.9% | -14.3% |
| 3M | +2.9% | +28.8% | -25.8% | -2.7% |
| 6M | +43.5% | +32.3% | +11.2% | +34.3% |
| YTD | -2.4% | +54.7% | -57.1% | -13.2% |
| 1Y | -13.5% | +63.2% | -76.7% | -24.4% |
| All | +20.8% | +221.5% | -200.7% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling