+15,232.8%
CAH vs HAS
+3,598.5%
+11,634.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +5.4% | -1.8% | +7.2% | +5.7% |
| 30D | +3.3% | +2.3% | +1.1% | +2.9% |
| 3M | +22.8% | +10.4% | +12.4% | +20.3% |
| 6M | +11.3% | -3.2% | +14.5% | +11.4% |
| YTD | +21.1% | +15.4% | +5.7% | +17.1% |
| 1Y | +67.2% | +18.8% | +48.4% | +60.5% |
| 3Y | +195.6% | +43.9% | +151.7% | +167.6% |
| 5Y | +413.8% | +13.9% | +399.9% | +378.6% |
| 10Y | +309.6% | +56.4% | +253.2% | +244.1% |
| All | +15,232.8% | +3,598.5% | +11,634.3% | +6,734.3% |
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 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