+893.4%
MU vs HAS
+51.1%
+842.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -36.4% |
| 3M | -16.4% | +30.3% | -46.7% | -25.8% |
| 6M | -1.8% | +25.6% | -27.4% | -12.3% |
| YTD | +157.1% | +50.8% | +106.2% | +107.4% |
| 1Y | +208.5% | +63.0% | +145.5% | +139.7% |
| 3Y | +906.2% | +211.6% | +694.6% | +457.0% |
| 5Y | +893.4% | +50.4% | +843.0% | +791.5% |
| All | +893.4% | +51.1% | +842.3% | +791.5% |
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