+3,716.0%
ALL vs HAS
+1,158.9%
+2,557.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | 0.0% | -1.8% | +1.8% | +0.5% |
| 30D | -1.5% | +2.3% | -3.8% | -2.1% |
| 3M | +23.6% | +10.4% | +13.3% | +20.3% |
| 6M | +22.3% | -3.2% | +25.6% | +22.5% |
| YTD | +26.5% | +15.4% | +11.1% | +20.9% |
| 1Y | +27.0% | +18.8% | +8.2% | +20.3% |
| 3Y | +149.6% | +43.9% | +105.6% | +118.6% |
| 5Y | +118.1% | +13.9% | +104.2% | +98.6% |
| 10Y | +369.0% | +56.4% | +312.6% | +269.2% |
| All | +3,716.0% | +1,158.9% | +2,557.0% | +1,613.5% |
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