+13.0%
AAL vs HAS
+181.4%
-168.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.2% |
| 7D | +4.6% | -0.2% | +4.8% | +4.8% |
| 30D | +2.6% | +31.0% | -28.5% | -10.8% |
| 3M | -17.8% | +30.7% | -48.4% | -28.5% |
| 6M | +1.9% | +23.9% | -22.1% | -9.9% |
| YTD | -14.0% | +48.3% | -62.3% | -31.6% |
| 1Y | +0.2% | +60.2% | -60.0% | -23.8% |
| 3Y | +13.0% | +189.2% | -176.2% | -39.5% |
| All | +13.0% | +181.4% | -168.4% | -39.5% |
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 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