+297.0%
MXL vs HAS
+66.3%
+230.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +3.1% | -14.2% | -10.9% |
| 7D | -24.3% | +2.4% | -26.8% | -24.2% |
| 30D | -46.1% | +31.6% | -77.7% | -45.9% |
| 3M | -21.8% | +33.9% | -55.7% | -21.6% |
| 6M | -27.2% | +31.4% | -58.6% | -28.6% |
| YTD | +226.2% | +51.6% | +174.5% | +179.3% |
| 1Y | +297.0% | +65.2% | +231.8% | +207.2% |
| All | +297.0% | +66.3% | +230.7% | +207.2% |
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