+29.9%
COP vs HAS
+221.5%
-191.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.4% |
| 7D | +0.7% | +2.0% | -1.3% | +0.3% |
| 30D | +0.2% | +30.9% | -30.7% | -4.8% |
| 3M | +10.2% | +28.8% | -18.5% | +5.0% |
| 6M | +20.1% | +32.3% | -12.2% | +13.7% |
| YTD | +50.5% | +54.7% | -4.2% | +35.3% |
| 1Y | +56.8% | +63.2% | -6.4% | +38.7% |
| All | +29.9% | +221.5% | -191.6% | -0.6% |
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