+61.7%
CF vs HAS
+20.3%
+41.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.3% |
| 7D | +6.0% | -1.8% | +7.8% | +5.8% |
| 30D | +14.8% | +2.3% | +12.6% | +15.1% |
| 3M | +14.1% | +10.4% | +3.7% | +15.6% |
| 6M | +28.5% | -3.2% | +31.8% | +30.8% |
| YTD | +74.9% | +15.4% | +59.5% | +72.0% |
| 1Y | +61.7% | +18.8% | +42.9% | +58.7% |
| All | +61.7% | +20.3% | +41.3% | +58.7% |
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