+109.2%
ALL vs HAS
+204.3%
-95.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.6% |
| 7D | -3.9% | +2.2% | -6.0% | -4.0% |
| 30D | +10.6% | +29.6% | -19.0% | +8.1% |
| 3M | -4.6% | +30.3% | -34.8% | -6.8% |
| 6M | +20.2% | +25.6% | -5.4% | +17.8% |
| YTD | +23.7% | +50.8% | -27.1% | +19.5% |
| 1Y | +27.9% | +63.0% | -35.1% | +22.9% |
| 3Y | +109.2% | +211.6% | -102.4% | +101.2% |
| All | +109.2% | +204.3% | -95.1% | +101.2% |
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