+506.1%
CAH vs HAS
+50.4%
+455.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +8.5% | -0.2% | +8.6% | +8.5% |
| 30D | +17.0% | +31.0% | -14.0% | +13.9% |
| 3M | +14.6% | +30.7% | -16.1% | +11.5% |
| 6M | +42.5% | +23.9% | +18.6% | +39.3% |
| YTD | +33.5% | +48.3% | -14.8% | +28.0% |
| 1Y | +38.5% | +60.2% | -21.7% | +31.9% |
| 3Y | +179.0% | +189.2% | -10.2% | +146.4% |
| All | +506.1% | +50.4% | +455.7% | +501.1% |
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