+19.8%
AAL vs HAS
+215.8%
-196.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | +10.1% | +3.3% | +6.8% | +8.4% |
| 30D | +10.6% | +30.5% | -20.0% | -3.7% |
| 3M | -5.9% | +29.9% | -35.8% | -18.0% |
| 6M | +5.7% | +26.5% | -20.9% | -7.5% |
| YTD | -8.0% | +51.9% | -59.9% | -27.8% |
| 1Y | +6.0% | +60.9% | -54.9% | -19.7% |
| All | +19.8% | +215.8% | -196.0% | -40.4% |
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