+105.9%
C vs HAS
+50.4%
+55.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | -6.0% | +31.0% | -37.0% | -13.1% |
| 3M | -10.5% | +30.7% | -41.2% | -17.4% |
| 6M | -5.7% | +23.9% | -29.6% | -12.1% |
| YTD | +4.1% | +48.3% | -44.2% | -8.6% |
| 1Y | +20.5% | +60.2% | -39.7% | +3.2% |
| 3Y | +208.1% | +189.2% | +18.9% | +115.1% |
| All | +105.9% | +50.4% | +55.5% | +78.6% |
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 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