+131.7%
AG vs HAS
+20.3%
+111.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | +1.0% | -1.8% | +2.8% | +1.7% |
| 30D | +19.2% | +2.3% | +16.9% | +18.0% |
| 3M | +6.2% | +10.4% | -4.2% | +1.3% |
| 6M | -26.7% | -3.2% | -23.4% | -26.6% |
| YTD | +26.1% | +15.4% | +10.7% | +14.1% |
| 1Y | +131.7% | +18.8% | +112.9% | +111.5% |
| All | +131.7% | +20.3% | +111.3% | +111.5% |
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 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