+17,109.4%
CAH vs HAS
+4,769.2%
+12,340.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +9.4% | +3.3% | +6.2% | +8.8% |
| 30D | +16.5% | +30.5% | -14.0% | +10.7% |
| 3M | +17.0% | +29.9% | -12.9% | +11.3% |
| 6M | +51.4% | +26.5% | +24.8% | +44.2% |
| YTD | +36.0% | +51.9% | -16.0% | +24.7% |
| 1Y | +36.0% | +60.9% | -24.9% | +23.4% |
| 3Y | +177.5% | +215.0% | -37.5% | +116.5% |
| 5Y | +509.2% | +51.5% | +457.7% | +437.9% |
| 10Y | +408.1% | +102.2% | +305.9% | +306.9% |
| All | +17,109.4% | +4,769.2% | +12,340.2% | +7,178.9% |
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 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