+33.4%
AG vs HAS
+66.3%
-32.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.1% | +6.1% | +8.3% |
| 7D | -2.6% | +2.4% | -5.0% | -3.2% |
| 30D | -12.1% | +31.6% | -43.7% | -18.7% |
| 3M | -6.6% | +33.9% | -40.5% | -14.2% |
| 6M | -20.5% | +31.4% | -51.9% | -28.2% |
| YTD | -7.4% | +51.6% | -59.1% | -20.4% |
| 1Y | +33.4% | +65.2% | -31.8% | +12.8% |
| All | +33.4% | +66.3% | -32.9% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling