+602.8%
AU vs HAS
+990.4%
-387.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -7.2% | +1.4% | -8.6% | -7.4% |
| 30D | -2.9% | +26.3% | -29.2% | -6.0% |
| 3M | -8.7% | +25.6% | -34.3% | -11.6% |
| 6M | -14.1% | +30.3% | -44.4% | -17.5% |
| YTD | +4.8% | +50.4% | -45.6% | -1.2% |
| 1Y | +11.9% | +57.7% | -45.8% | +4.9% |
| 3Y | +513.8% | +213.4% | +300.4% | +419.6% |
| 5Y | +379.3% | +49.1% | +330.2% | +341.2% |
| 10Y | +837.1% | +98.5% | +738.6% | +681.0% |
| All | +602.8% | +990.4% | -387.5% | +338.8% |
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