+97.0%
MSFU vs HAS
+82.7%
+14.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.7% | -5.7% | -6.9% |
| 7D | +1.0% | 0.0% | +1.1% | +1.2% |
| 30D | +0.6% | +31.3% | -30.7% | -7.0% |
| 3M | +16.4% | +32.1% | -15.7% | +7.4% |
| 6M | +53.0% | +28.1% | +24.9% | +41.5% |
| YTD | +3.5% | +49.1% | -45.6% | -9.7% |
| 1Y | -7.8% | +60.5% | -68.4% | -21.8% |
| 3Y | +35.6% | +183.9% | -148.3% | -9.3% |
| All | +97.0% | +82.7% | +14.3% | +76.7% |
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 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