+313.7%
ADP vs HAS
+106.1%
+207.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.9% |
| 7D | +1.1% | +2.2% | -1.1% | +0.5% |
| 30D | +11.5% | +29.6% | -18.1% | +3.8% |
| 3M | +12.0% | +30.3% | -18.2% | +4.1% |
| 6M | +43.8% | +25.6% | +18.2% | +34.2% |
| YTD | +20.1% | +50.8% | -30.8% | +5.5% |
| 1Y | +22.3% | +63.0% | -40.7% | +5.0% |
| 3Y | +43.3% | +211.6% | -168.3% | -3.1% |
| 5Y | +47.3% | +50.4% | -3.0% | +25.0% |
| 10Y | +313.7% | +101.9% | +211.8% | +204.5% |
| All | +313.7% | +106.1% | +207.6% | +204.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling