+618.4%
AU vs HAS
+45.6%
+572.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.7% |
| 7D | -0.3% | -3.1% | +2.8% | +0.3% |
| 30D | +12.8% | -2.7% | +15.5% | +13.3% |
| 3M | +28.5% | +8.9% | +19.5% | +26.2% |
| 6M | +4.8% | -2.9% | +7.7% | +4.8% |
| YTD | +31.0% | +12.6% | +18.3% | +28.4% |
| 1Y | +81.4% | +17.5% | +64.0% | +76.7% |
| 3Y | +618.4% | +46.2% | +572.2% | +544.6% |
| All | +618.4% | +45.6% | +572.8% | +544.6% |
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 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