+13.3%
CVS vs HAS
+61.8%
-48.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | -3.7% | +2.2% | -5.8% | -4.0% |
| 30D | -0.3% | +29.6% | -29.9% | -4.4% |
| 3M | -10.3% | +30.3% | -40.5% | -14.1% |
| 6M | -4.6% | +25.6% | -30.2% | -8.5% |
| YTD | +10.7% | +50.8% | -40.1% | -1.5% |
| All | +13.3% | +61.8% | -48.5% | -0.7% |
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