+189.4%
MXL vs HAS
+45.6%
+143.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.4% | +8.4% | +6.9% |
| 7D | +15.5% | -3.1% | +18.6% | +16.8% |
| 30D | -11.3% | -2.7% | -8.6% | -10.5% |
| 3M | -16.1% | +8.9% | -25.0% | -19.8% |
| 6M | +323.0% | -2.9% | +325.9% | +318.3% |
| YTD | +281.5% | +12.6% | +268.9% | +249.6% |
| 1Y | +319.3% | +17.5% | +301.8% | +276.4% |
| 3Y | +189.4% | +46.2% | +143.2% | +130.7% |
| All | +189.4% | +45.6% | +143.8% | +130.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling