+26.0%
AG vs HAS
+63.0%
-37.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.7% | -6.6% | -6.1% |
| 7D | +6.0% | +3.3% | +2.7% | +5.1% |
| 30D | -13.5% | +30.5% | -44.1% | -19.9% |
| 3M | -20.7% | +29.9% | -50.6% | -26.5% |
| 6M | -31.5% | +26.5% | -58.1% | -37.0% |
| YTD | -10.1% | +51.9% | -62.1% | -23.7% |
| 1Y | +26.0% | +60.9% | -34.9% | +5.4% |
| All | +26.0% | +63.0% | -37.0% | +5.4% |
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