+14,596.5%
DE vs HAS
+4,733.2%
+9,863.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.4% |
| 7D | +3.5% | +2.2% | +1.4% | +2.9% |
| 30D | +11.3% | +29.6% | -18.2% | +3.0% |
| 3M | +11.6% | +30.3% | -18.7% | +3.0% |
| 6M | +20.9% | +25.6% | -4.8% | +12.0% |
| YTD | +49.7% | +50.8% | -1.2% | +31.2% |
| 1Y | +49.5% | +63.0% | -13.6% | +28.0% |
| 3Y | +94.7% | +211.6% | -116.9% | +34.7% |
| 5Y | +107.4% | +50.4% | +57.0% | +73.3% |
| 10Y | +793.2% | +101.9% | +691.3% | +549.6% |
| All | +14,596.5% | +4,733.2% | +9,863.3% | +4,404.0% |
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