+311.3%
ARM vs HAS
+47.2%
+264.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.8% |
| 7D | +11.4% | -3.1% | +14.5% | +12.8% |
| 30D | -7.4% | -2.7% | -4.7% | -6.5% |
| 3M | -24.5% | +8.9% | -33.4% | -27.9% |
| 6M | +128.7% | -2.9% | +131.6% | +127.1% |
| YTD | +139.3% | +12.6% | +126.6% | +118.9% |
| 1Y | +88.0% | +17.5% | +70.5% | +67.4% |
| All | +311.3% | +47.2% | +264.1% | +207.6% |
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