+48.7%
ADP vs HAS
+51.6%
-2.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | +3.2% | +3.3% | -0.1% | +2.6% |
| 30D | +12.8% | +30.5% | -17.8% | +7.2% |
| 3M | +12.3% | +29.9% | -17.6% | +6.8% |
| 6M | +45.4% | +26.5% | +18.9% | +38.6% |
| YTD | +21.4% | +51.9% | -30.5% | +10.8% |
| 1Y | +23.7% | +60.9% | -37.2% | +11.4% |
| 3Y | +43.6% | +215.0% | -171.4% | +5.9% |
| 5Y | +48.7% | +51.5% | -2.8% | +47.2% |
| All | +48.7% | +51.6% | -2.9% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling