+14,609.3%
DE vs HAS
+3,598.5%
+11,010.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +10.0% | -1.8% | +11.8% | +10.6% |
| 30D | +13.3% | +2.3% | +11.1% | +12.5% |
| 3M | +17.5% | +10.4% | +7.1% | +13.8% |
| 6M | +13.6% | -3.2% | +16.8% | +13.8% |
| YTD | +49.8% | +15.4% | +34.4% | +42.4% |
| 1Y | +47.9% | +18.8% | +29.1% | +39.2% |
| 3Y | +72.5% | +43.9% | +28.6% | +49.5% |
| 5Y | +90.2% | +13.9% | +76.3% | +72.7% |
| 10Y | +865.4% | +56.4% | +809.0% | +657.8% |
| All | +14,609.3% | +3,598.5% | +11,010.8% | +4,789.1% |
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