+47.1%
ADP vs HAS
+212.5%
-165.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +0.7% |
| 7D | +2.2% | +1.4% | +0.8% | +2.0% |
| 30D | +10.6% | +26.3% | -15.7% | +8.0% |
| 3M | +12.9% | +25.6% | -12.7% | +10.3% |
| 6M | +50.6% | +30.3% | +20.4% | +46.7% |
| YTD | +23.2% | +50.4% | -27.2% | +17.6% |
| 1Y | +25.3% | +57.7% | -32.5% | +18.8% |
| 3Y | +47.1% | +213.4% | -166.3% | +29.2% |
| All | +47.1% | +212.5% | -165.4% | +29.2% |
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 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