+103.3%
MSI vs HAS
+13.4%
+89.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-07 to 2026-09-07.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -3.7% | -1.8% | -1.9% | -3.4% |
| 30D | +6.8% | +2.3% | +4.6% | +6.4% |
| 3M | +14.3% | +10.4% | +3.9% | +12.4% |
| 6M | -1.3% | -3.2% | +1.9% | -1.2% |
| YTD | +23.1% | +15.4% | +7.7% | +19.1% |
| 1Y | -0.8% | +18.8% | -19.6% | -4.7% |
| 3Y | +70.9% | +43.9% | +27.0% | +57.5% |
| All | +103.3% | +13.4% | +89.9% | +112.0% |
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 2021-09-07 to 2026-09-07: 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…
2021-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling