+3,821.1%
ALL vs HAS
+1,526.4%
+2,294.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +18.9% | +31.3% | -12.4% | +11.1% |
| 3M | +1.2% | +32.1% | -30.9% | -5.7% |
| 6M | +23.2% | +28.1% | -4.9% | +15.1% |
| YTD | +30.0% | +49.1% | -19.1% | +16.5% |
| 1Y | +39.6% | +60.5% | -20.9% | +22.7% |
| 3Y | +115.2% | +183.9% | -68.6% | +58.8% |
| 5Y | +156.2% | +51.2% | +105.0% | +117.7% |
| 10Y | +398.0% | +105.3% | +292.7% | +266.6% |
| All | +3,821.1% | +1,526.4% | +2,294.7% | +1,550.6% |
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