+2,271.9%
D vs HAS
+3,598.5%
-1,326.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | +0.4% | -1.8% | +2.2% | +0.7% |
| 30D | -3.6% | +2.3% | -5.8% | -3.8% |
| 3M | -1.0% | +10.4% | -11.4% | -2.4% |
| 6M | +6.3% | -3.2% | +9.5% | +6.3% |
| YTD | +14.7% | +15.4% | -0.7% | +12.2% |
| 1Y | +16.9% | +18.8% | -1.9% | +13.8% |
| 3Y | +56.8% | +43.9% | +12.9% | +47.2% |
| 5Y | +5.2% | +13.9% | -8.7% | +0.5% |
| 10Y | +35.9% | +56.4% | -20.6% | +21.3% |
| All | +2,271.9% | +3,598.5% | -1,326.6% | +1,432.7% |
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 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