+847.8%
MU vs HAS
+50.4%
+797.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | -22.0% | -0.2% | -21.9% | -21.9% |
| 30D | -36.6% | +31.0% | -67.6% | -43.7% |
| 3M | -21.7% | +30.7% | -52.4% | -30.7% |
| 6M | +3.5% | +23.9% | -20.4% | -7.0% |
| YTD | +141.9% | +48.3% | +93.6% | +96.5% |
| 1Y | +189.8% | +60.2% | +129.6% | +126.7% |
| 3Y | +855.4% | +189.2% | +666.2% | +447.3% |
| All | +847.8% | +50.4% | +797.4% | +754.6% |
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 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