+4,981.1%
CF vs HAS
+983.4%
+3,997.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.1% | -7.5% | -5.5% |
| 7D | -6.9% | +2.4% | -9.3% | -7.8% |
| 30D | -3.7% | +31.6% | -35.3% | -13.6% |
| 3M | -5.0% | +33.9% | -38.8% | -15.5% |
| 6M | -10.5% | +31.4% | -41.9% | -20.6% |
| YTD | +46.5% | +51.6% | -5.1% | +21.0% |
| 1Y | +34.8% | +65.2% | -30.4% | +7.4% |
| 3Y | +46.7% | +188.7% | -142.0% | -12.1% |
| 5Y | +112.0% | +55.7% | +56.3% | +58.7% |
| 10Y | +529.7% | +108.8% | +420.9% | +267.7% |
| All | +4,981.1% | +983.4% | +3,997.6% | +960.5% |
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 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