+10.3%
ARM vs HAS
+59.5%
-49.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.3% | +4.8% |
| 7D | -15.2% | -0.2% | -15.1% | -15.2% |
| 30D | -40.7% | +31.0% | -71.7% | -41.5% |
| 3M | -39.1% | +30.7% | -69.7% | -39.9% |
| 6M | -26.4% | +23.9% | -50.3% | -28.4% |
| YTD | +59.7% | +48.3% | +11.4% | +44.7% |
| 1Y | +10.3% | +60.2% | -49.9% | -0.1% |
| All | +10.3% | +59.5% | -49.1% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling