+117.2%
ALL vs HAS
+182.9%
-65.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +18.9% | +31.3% | -12.4% | +16.1% |
| 3M | +1.2% | +32.1% | -30.9% | -1.2% |
| 6M | +23.2% | +28.1% | -4.9% | +20.6% |
| YTD | +30.0% | +49.1% | -19.1% | +25.7% |
| 1Y | +39.6% | +60.5% | -20.9% | +34.2% |
| All | +117.2% | +182.9% | -65.7% | +106.0% |
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 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