+319.9%
ADP vs HAS
+97.5%
+222.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +0.9% |
| 7D | +2.2% | +1.4% | +0.8% | +1.8% |
| 30D | +10.6% | +26.3% | -15.7% | +3.6% |
| 3M | +12.9% | +25.6% | -12.7% | +5.9% |
| 6M | +50.6% | +30.3% | +20.4% | +39.1% |
| YTD | +23.2% | +50.4% | -27.2% | +8.3% |
| 1Y | +25.3% | +57.7% | -32.5% | +8.5% |
| 3Y | +47.1% | +213.4% | -166.3% | -0.7% |
| 5Y | +50.1% | +49.1% | +1.0% | +27.6% |
| All | +319.9% | +97.5% | +222.4% | +215.1% |
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