+664.4%
AU vs HAS
+1,001.9%
-337.4%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | +15.3% | +3.3% | +12.0% | +14.8% |
| 30D | -0.3% | +30.5% | -30.9% | -4.0% |
| 3M | -2.9% | +29.9% | -32.8% | -6.5% |
| 6M | -10.7% | +26.5% | -37.2% | -13.8% |
| YTD | +14.0% | +51.9% | -38.0% | +7.3% |
| 1Y | +32.5% | +60.9% | -28.4% | +23.9% |
| 3Y | +557.9% | +215.0% | +342.9% | +456.5% |
| 5Y | +441.0% | +51.5% | +389.5% | +396.9% |
| 10Y | +816.9% | +102.2% | +714.7% | +662.0% |
| All | +664.4% | +1,001.9% | -337.4% | +376.6% |
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 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