+26.0%
MXL vs HAS
+10.2%
+15.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.4% | +8.4% | +7.1% |
| 7D | +15.5% | -3.1% | +18.6% | +17.1% |
| 30D | -11.3% | -2.7% | -8.6% | -10.3% |
| 3M | -16.1% | +8.9% | -25.0% | -20.3% |
| 6M | +323.0% | -2.9% | +325.9% | +319.0% |
| YTD | +281.5% | +12.6% | +268.9% | +247.8% |
| 1Y | +319.3% | +17.5% | +301.8% | +274.4% |
| 3Y | +189.4% | +46.2% | +143.2% | +122.1% |
| 5Y | +26.0% | +12.6% | +13.4% | +37.2% |
| All | +26.0% | +10.2% | +15.8% | +37.2% |
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 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