+363.8%
ALL vs HAS
+106.1%
+257.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.8% |
| 7D | -3.9% | +2.2% | -6.0% | -4.3% |
| 30D | +10.6% | +29.6% | -19.0% | +4.6% |
| 3M | -4.6% | +30.3% | -34.8% | -9.9% |
| 6M | +20.2% | +25.6% | -5.4% | +14.0% |
| YTD | +23.7% | +50.8% | -27.1% | +12.3% |
| 1Y | +27.9% | +63.0% | -35.1% | +14.1% |
| 3Y | +109.2% | +211.6% | -102.4% | +55.7% |
| 5Y | +148.0% | +50.4% | +97.6% | +118.0% |
| 10Y | +363.8% | +101.9% | +261.9% | +263.9% |
| All | +363.8% | +106.1% | +257.7% | +263.9% |
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