+557.9%
AU vs HAS
+214.3%
+343.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | +15.3% | +3.3% | +12.0% | +14.6% |
| 30D | -0.3% | +30.5% | -30.9% | -5.3% |
| 3M | -2.9% | +29.9% | -32.8% | -7.7% |
| 6M | -10.7% | +26.5% | -37.2% | -15.1% |
| YTD | +14.0% | +51.9% | -38.0% | +5.4% |
| 1Y | +32.5% | +60.9% | -28.4% | +21.6% |
| 3Y | +557.9% | +215.0% | +342.9% | +390.4% |
| All | +557.9% | +214.3% | +343.7% | +390.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling