+14.1%
AGG vs HAS
+221.5%
-207.4%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | -0.6% | +2.0% | -2.6% | -0.6% |
| 30D | +1.2% | +30.9% | -29.7% | +0.5% |
| 3M | -0.8% | +28.8% | -29.6% | -1.5% |
| 6M | -1.4% | +32.3% | -33.8% | -2.2% |
| YTD | -1.1% | +54.7% | -55.8% | -2.4% |
| 1Y | -1.0% | +63.2% | -64.2% | -2.4% |
| All | +14.1% | +221.5% | -207.4% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling