+96.5%
COST vs HAS
+214.9%
-118.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.5% | +0.6% |
| 7D | +2.5% | +1.6% | +0.9% | +2.4% |
| 30D | +14.6% | +26.6% | -12.0% | +12.3% |
| 3M | +15.2% | +29.0% | -13.8% | +12.6% |
| 6M | +7.2% | +30.6% | -23.4% | +4.7% |
| YTD | +27.4% | +51.5% | -24.1% | +22.4% |
| 1Y | +20.2% | +58.5% | -38.3% | +15.0% |
| All | +96.5% | +214.9% | -118.4% | +68.8% |
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