+23.6%
CTAS vs HAS
+63.1%
-39.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | -0.8% | +2.0% | -2.8% | -1.2% |
| 30D | +10.7% | +30.9% | -20.2% | +4.7% |
| 3M | +11.0% | +28.8% | -17.8% | +5.2% |
| 6M | +38.7% | +32.3% | +6.4% | +30.4% |
| YTD | +21.8% | +54.7% | -32.9% | +10.3% |
| 1Y | +23.6% | +63.2% | -39.7% | +10.2% |
| All | +23.6% | +63.1% | -39.6% | +10.2% |
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