+231.7%
CTVA vs HAS
+23.2%
+208.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +4.9% | -1.8% | +6.7% | +5.5% |
| 30D | +11.9% | +2.3% | +9.7% | +11.1% |
| 3M | +13.7% | +10.4% | +3.3% | +10.0% |
| 6M | +13.1% | -3.2% | +16.4% | +13.2% |
| YTD | +32.0% | +15.4% | +16.5% | +24.7% |
| 1Y | +22.1% | +18.8% | +3.3% | +14.1% |
| 3Y | +77.5% | +43.9% | +33.5% | +52.0% |
| 5Y | +106.3% | +13.9% | +92.4% | +88.8% |
| All | +231.7% | +23.2% | +208.5% | +128.1% |
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