+186.6%
MU vs HAS
+63.0%
+123.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.1% |
| 7D | -15.2% | +3.3% | -18.5% | -15.3% |
| 30D | -29.5% | +30.5% | -60.1% | -30.8% |
| 3M | -15.8% | +29.9% | -45.7% | -17.2% |
| 6M | -2.9% | +26.5% | -29.4% | -6.9% |
| YTD | +154.2% | +51.9% | +102.3% | +119.3% |
| 1Y | +186.6% | +60.9% | +125.7% | +145.6% |
| All | +186.6% | +63.0% | +123.6% | +145.6% |
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