+98.3%
AGG vs HAS
+886.8%
-788.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | 0.0% |
| 7D | -0.2% | -1.8% | +1.6% | -0.2% |
| 30D | -0.4% | +2.3% | -2.6% | -0.4% |
| 3M | -0.7% | +10.4% | -11.0% | -0.6% |
| 6M | -1.5% | -3.2% | +1.7% | -1.5% |
| YTD | -0.3% | +15.4% | -15.7% | -0.2% |
| 1Y | +1.3% | +18.8% | -17.5% | +1.4% |
| 3Y | +13.2% | +43.9% | -30.7% | +13.5% |
| 5Y | -1.4% | +13.9% | -15.3% | -1.4% |
| 10Y | +14.9% | +56.4% | -41.6% | +15.9% |
| All | +98.3% | +886.8% | -788.5% | +110.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling