+13.9%
COR vs HAS
+20.3%
-6.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +2.8% | -1.8% | +4.6% | +2.9% |
| 30D | +4.5% | +2.3% | +2.3% | +4.5% |
| 3M | +22.7% | +10.4% | +12.3% | +22.7% |
| 6M | -9.7% | -3.2% | -6.5% | -9.3% |
| YTD | -1.4% | +15.4% | -16.8% | -2.5% |
| 1Y | +13.9% | +18.8% | -4.9% | +16.6% |
| All | +13.9% | +20.3% | -6.4% | +16.6% |
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 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