+11.5%
AG vs HAS
+58.8%
-47.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.2% | -4.7% |
| 7D | -6.0% | +1.6% | -7.7% | -6.4% |
| 30D | -14.3% | +26.6% | -41.0% | -19.8% |
| 3M | -26.9% | +29.0% | -55.9% | -32.0% |
| 6M | -42.1% | +30.6% | -72.7% | -47.5% |
| YTD | -15.9% | +51.5% | -67.4% | -28.2% |
| 1Y | +11.5% | +58.5% | -47.0% | -6.4% |
| All | +11.5% | +58.8% | -47.3% | -6.4% |
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 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