+75.9%
MSI vs HAS
+215.8%
-139.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.2% |
| 7D | +7.4% | +3.3% | +4.1% | +7.1% |
| 30D | +18.7% | +30.5% | -11.8% | +16.1% |
| 3M | +14.5% | +29.9% | -15.4% | +11.9% |
| 6M | +38.1% | +26.5% | +11.6% | +35.3% |
| YTD | +38.7% | +51.9% | -13.2% | +33.0% |
| 1Y | +35.4% | +60.9% | -25.5% | +29.0% |
| All | +75.9% | +215.8% | -139.9% | +58.4% |
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