+441.0%
AU vs HAS
+51.6%
+389.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | +15.3% | +3.3% | +12.0% | +14.7% |
| 30D | -0.3% | +30.5% | -30.9% | -4.7% |
| 3M | -2.9% | +29.9% | -32.8% | -7.1% |
| 6M | -10.7% | +26.5% | -37.2% | -14.5% |
| YTD | +14.0% | +51.9% | -38.0% | +6.2% |
| 1Y | +32.5% | +60.9% | -28.4% | +22.6% |
| 3Y | +557.9% | +215.0% | +342.9% | +447.0% |
| 5Y | +441.0% | +51.5% | +389.5% | +392.7% |
| All | +441.0% | +51.6% | +389.4% | +392.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling