+303.5%
MXL vs HAS
+20.3%
+283.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.7% |
| 7D | +1.6% | -1.8% | +3.4% | +2.1% |
| 30D | -7.0% | +2.3% | -9.3% | -7.6% |
| 3M | -33.4% | +10.4% | -43.8% | -36.3% |
| 6M | +260.2% | -3.2% | +263.4% | +253.6% |
| YTD | +260.0% | +15.4% | +244.5% | +195.9% |
| 1Y | +303.5% | +18.8% | +284.7% | +192.7% |
| All | +303.5% | +20.3% | +283.1% | +192.7% |
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