+788.4%
AU vs HAS
+736.9%
+51.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | -3.6% | -1.8% | -1.8% | -3.4% |
| 30D | +23.9% | +2.3% | +21.6% | +23.5% |
| 3M | +19.1% | +10.4% | +8.7% | +17.4% |
| 6M | -0.2% | -3.2% | +3.1% | +0.1% |
| YTD | +32.5% | +15.4% | +17.0% | +29.7% |
| 1Y | +96.9% | +18.8% | +78.1% | +92.0% |
| 3Y | +614.7% | +43.9% | +570.8% | +570.0% |
| 5Y | +647.7% | +13.9% | +633.8% | +614.1% |
| 10Y | +679.2% | +56.4% | +622.8% | +570.8% |
| All | +788.4% | +736.9% | +51.5% | +475.9% |
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