+4,271.9%
MU vs HAS
+106.1%
+4,165.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.6% |
| 7D | -12.0% | +2.2% | -14.2% | -12.8% |
| 30D | -28.7% | +29.6% | -58.3% | -36.3% |
| 3M | -16.4% | +30.3% | -46.7% | -25.8% |
| 6M | -1.8% | +25.6% | -27.4% | -12.2% |
| YTD | +157.1% | +50.8% | +106.2% | +109.5% |
| 1Y | +208.5% | +63.0% | +145.5% | +142.9% |
| 3Y | +906.2% | +211.6% | +694.6% | +483.8% |
| 5Y | +893.4% | +50.4% | +843.0% | +679.8% |
| 10Y | +4,271.9% | +101.9% | +4,170.0% | +2,869.3% |
| All | +4,271.9% | +106.1% | +4,165.8% | +2,869.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling