+1,438.1%
CRS vs HAS
+10.2%
+1,427.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.6% |
| 7D | -3.1% | -3.1% | 0.0% | -1.9% |
| 30D | -19.6% | -2.7% | -16.9% | -18.9% |
| 3M | -8.1% | +8.9% | -17.0% | -11.7% |
| 6M | +18.6% | -2.9% | +21.5% | +18.6% |
| YTD | +45.9% | +12.6% | +33.2% | +36.3% |
| 1Y | +82.5% | +17.5% | +65.0% | +67.4% |
| 3Y | +648.9% | +46.2% | +602.7% | +518.7% |
| 5Y | +1,438.1% | +12.6% | +1,425.5% | +1,468.4% |
| All | +1,438.1% | +10.2% | +1,427.9% | +1,468.4% |
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