+30.2%
MSFU vs HAS
+44.2%
-14.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -4.1% |
| 7D | -5.7% | -1.8% | -3.9% | -5.3% |
| 30D | +4.2% | +2.3% | +1.9% | +3.7% |
| 3M | +27.9% | +10.4% | +17.5% | +24.8% |
| 6M | +37.1% | -3.2% | +40.4% | +37.2% |
| YTD | -7.4% | +15.4% | -22.8% | -11.8% |
| 1Y | -19.6% | +18.8% | -38.4% | -24.3% |
| All | +30.2% | +44.2% | -14.0% | +11.5% |
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 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