+72.6%
CHRW vs HAS
+214.3%
-141.7%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -3.4% | +3.3% | -6.6% | -4.1% |
| 30D | -9.4% | +30.5% | -39.9% | -14.7% |
| 3M | -12.6% | +29.9% | -42.5% | -17.8% |
| 6M | -24.2% | +26.5% | -50.7% | -28.5% |
| YTD | -18.9% | +51.9% | -70.8% | -26.9% |
| 1Y | -13.7% | +60.9% | -74.6% | -23.3% |
| 3Y | +72.6% | +215.0% | -142.4% | +22.3% |
| All | +72.6% | +214.3% | -141.7% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling