+16.8%
AGG vs HAS
+99.1%
-82.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.6% |
| 7D | -1.4% | +1.6% | -3.1% | -1.5% |
| 30D | +0.9% | +26.6% | -25.7% | +0.6% |
| 3M | -1.2% | +29.0% | -30.2% | -1.6% |
| 6M | -1.4% | +30.6% | -32.0% | -1.8% |
| YTD | -1.4% | +51.5% | -52.9% | -2.0% |
| 1Y | -1.3% | +58.5% | -59.7% | -1.9% |
| 3Y | +13.8% | +214.1% | -200.3% | +12.0% |
| 5Y | -1.6% | +50.2% | -51.8% | -2.6% |
| All | +16.8% | +99.1% | -82.3% | +14.0% |
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