+37.4%
CAH vs HAS
+58.8%
-21.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.3% | +0.5% |
| 7D | +3.9% | +1.6% | +2.2% | +3.6% |
| 30D | +16.0% | +26.6% | -10.6% | +12.6% |
| 3M | +19.1% | +29.0% | -9.9% | +15.2% |
| 6M | +53.0% | +30.6% | +22.5% | +48.1% |
| YTD | +36.6% | +51.5% | -14.9% | +32.2% |
| 1Y | +37.4% | +58.5% | -21.1% | +31.9% |
| All | +37.4% | +58.8% | -21.4% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling