+145.0%
ALL vs HAS
+50.4%
+94.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -3.9% | -4.4% |
| 7D | -1.9% | -0.2% | -1.8% | -1.9% |
| 30D | +13.8% | +31.0% | -17.3% | +9.2% |
| 3M | -7.0% | +30.7% | -37.7% | -10.7% |
| 6M | +18.0% | +23.9% | -5.9% | +14.0% |
| YTD | +24.2% | +48.3% | -24.1% | +16.4% |
| 1Y | +31.2% | +60.2% | -29.0% | +21.4% |
| 3Y | +107.5% | +189.2% | -81.7% | +68.7% |
| All | +145.0% | +50.4% | +94.6% | +130.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling