+124.2%
MSI vs HAS
+48.2%
+76.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.3% |
| 7D | +3.2% | +1.4% | +1.9% | +3.0% |
| 30D | +17.6% | +26.3% | -8.7% | +13.3% |
| 3M | +14.5% | +25.6% | -11.1% | +10.4% |
| 6M | +34.3% | +30.3% | +4.0% | +28.4% |
| YTD | +39.7% | +50.4% | -10.6% | +29.6% |
| 1Y | +40.2% | +57.7% | -17.6% | +28.8% |
| 3Y | +77.1% | +213.4% | -136.2% | +37.2% |
| All | +124.2% | +48.2% | +76.0% | +126.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling