+10,816.5%
ADP vs HAS
+3,598.5%
+7,218.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -3.4% | -1.8% | -1.6% | -3.0% |
| 30D | +2.8% | +2.3% | +0.5% | +2.2% |
| 3M | +20.9% | +10.4% | +10.6% | +17.8% |
| 6M | +29.9% | -3.2% | +33.1% | +29.7% |
| YTD | +9.6% | +15.4% | -5.8% | +4.9% |
| 1Y | -5.3% | +18.8% | -24.1% | -10.1% |
| 3Y | +16.5% | +43.9% | -27.5% | +2.8% |
| 5Y | +49.4% | +13.9% | +35.5% | +37.5% |
| 10Y | +282.2% | +56.4% | +225.8% | +213.8% |
| All | +10,816.5% | +3,598.5% | +7,218.0% | +4,234.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling