+186.1%
COR vs HAS
+13.4%
+172.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +2.8% | -1.8% | +4.6% | +2.8% |
| 30D | +4.5% | +2.3% | +2.3% | +4.5% |
| 3M | +22.7% | +10.4% | +12.3% | +22.3% |
| 6M | -9.7% | -3.2% | -6.5% | -9.6% |
| YTD | -1.4% | +15.4% | -16.8% | -1.9% |
| 1Y | +13.9% | +18.8% | -4.9% | +13.2% |
| 3Y | +94.0% | +43.9% | +50.0% | +93.3% |
| All | +186.1% | +13.4% | +172.7% | +208.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling