+38.1%
MSI vs HAS
+63.1%
-25.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.4% |
| 7D | +7.7% | +2.0% | +5.7% | +7.6% |
| 30D | +19.9% | +30.9% | -11.0% | +18.2% |
| 3M | +14.9% | +28.8% | -13.8% | +13.3% |
| 6M | +37.2% | +32.3% | +4.9% | +35.3% |
| YTD | +40.8% | +54.7% | -13.9% | +32.8% |
| 1Y | +38.1% | +63.2% | -25.1% | +29.3% |
| All | +38.1% | +63.1% | -25.0% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling