+80.8%
DE vs HAS
+49.2%
+31.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +10.0% | -1.8% | +11.8% | +10.5% |
| 30D | +13.3% | +2.3% | +11.1% | +12.6% |
| 3M | +17.5% | +10.4% | +7.1% | +14.2% |
| 6M | +13.6% | -3.2% | +16.8% | +13.9% |
| YTD | +49.8% | +15.4% | +34.4% | +43.2% |
| 1Y | +47.9% | +18.8% | +29.1% | +40.0% |
| All | +80.8% | +49.2% | +31.7% | +49.2% |
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