+11.5%
CVS vs HAS
+59.1%
-47.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | -4.0% | +31.0% | -35.0% | -8.1% |
| 3M | -12.2% | +30.7% | -42.9% | -16.1% |
| 6M | -2.2% | +23.9% | -26.1% | -6.0% |
| YTD | +8.9% | +48.3% | -39.4% | -2.9% |
| All | +11.5% | +59.1% | -47.6% | -2.1% |
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 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