+11,743.1%
COST vs HAS
+3,598.5%
+8,144.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.1% | -1.8% | -1.3% | -2.8% |
| 30D | -2.8% | +2.3% | -5.1% | -3.3% |
| 3M | -5.7% | +10.4% | -16.0% | -8.0% |
| 6M | -8.8% | -3.2% | -5.5% | -8.7% |
| YTD | +6.7% | +15.4% | -8.7% | +2.4% |
| 1Y | -3.6% | +18.8% | -22.4% | -8.3% |
| 3Y | +75.1% | +43.9% | +31.1% | +55.4% |
| 5Y | +108.9% | +13.9% | +95.0% | +92.6% |
| 10Y | +586.2% | +56.4% | +529.8% | +446.7% |
| All | +11,743.1% | +3,598.5% | +8,144.6% | +3,524.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling