+17.1%
D vs HAS
+63.0%
-45.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | +0.1% |
| 7D | +2.4% | +3.3% | -0.9% | +2.1% |
| 30D | +10.9% | +30.5% | -19.6% | +8.7% |
| 3M | +2.8% | +29.9% | -27.0% | +0.8% |
| 6M | +12.7% | +26.5% | -13.8% | +11.1% |
| YTD | +20.3% | +51.9% | -31.6% | +18.2% |
| 1Y | +17.1% | +60.9% | -43.8% | +13.9% |
| All | +17.1% | +63.0% | -45.9% | +13.9% |
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