+16.6%
AGG vs HAS
+97.5%
-80.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | -0.1% |
| 7D | -1.5% | +1.4% | -2.9% | -1.5% |
| 30D | +0.6% | +26.3% | -25.6% | +0.3% |
| 3M | -1.6% | +25.6% | -27.2% | -1.9% |
| 6M | -1.6% | +30.3% | -31.9% | -2.0% |
| YTD | -1.5% | +50.4% | -51.9% | -2.1% |
| 1Y | -1.1% | +57.7% | -58.8% | -1.8% |
| 3Y | +13.6% | +213.4% | -199.7% | +11.9% |
| 5Y | -1.7% | +49.1% | -50.8% | -2.7% |
| All | +16.6% | +97.5% | -80.9% | +13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling