+166.1%
B vs HAS
+181.4%
-15.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +0.6% |
| 7D | +9.6% | -0.2% | +9.7% | +9.6% |
| 30D | +3.5% | +31.0% | -27.5% | -1.2% |
| 3M | -1.6% | +30.7% | -32.2% | -6.1% |
| 6M | -1.7% | +23.9% | -25.6% | -5.8% |
| YTD | -5.3% | +48.3% | -53.6% | -12.0% |
| 1Y | +27.2% | +60.2% | -33.0% | +16.9% |
| 3Y | +166.1% | +189.2% | -23.1% | +105.3% |
| All | +166.1% | +181.4% | -15.3% | +105.3% |
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