+75.9%
D vs HAS
+182.9%
-107.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +6.9% | 0.0% | +7.0% | +6.9% |
| 30D | +12.3% | +31.3% | -19.0% | +7.7% |
| 3M | +3.0% | +32.1% | -29.1% | -1.3% |
| 6M | +12.8% | +28.1% | -15.3% | +8.3% |
| YTD | +22.6% | +49.1% | -26.5% | +14.3% |
| 1Y | +21.7% | +60.5% | -38.9% | +11.9% |
| All | +75.9% | +182.9% | -107.0% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling