+49.6%
ADP vs HAS
+182.9%
-133.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.4% |
| 7D | +7.4% | 0.0% | +7.4% | +7.4% |
| 30D | +17.1% | +31.3% | -14.3% | +14.1% |
| 3M | +14.4% | +32.1% | -17.7% | +11.4% |
| 6M | +47.9% | +28.1% | +19.7% | +44.4% |
| YTD | +22.1% | +49.1% | -27.0% | +16.8% |
| 1Y | +21.8% | +60.5% | -38.8% | +15.4% |
| All | +49.6% | +182.9% | -133.3% | +34.4% |
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