+51.4%
CF vs HAS
+58.1%
-6.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | 0.0% |
| 7D | +4.8% | +1.4% | +3.4% | +5.0% |
| 30D | +4.7% | +26.3% | -21.6% | +8.1% |
| 3M | +7.4% | +25.6% | -18.2% | +10.8% |
| 6M | +0.6% | +30.3% | -29.7% | +4.9% |
| YTD | +64.1% | +50.4% | +13.8% | +68.0% |
| 1Y | +51.4% | +57.7% | -6.3% | +53.5% |
| All | +51.4% | +58.1% | -6.7% | +53.5% |
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