+14,606.5%
DE vs HAS
+4,857.2%
+9,749.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.1% |
| 7D | +2.3% | +2.0% | +0.2% | +1.7% |
| 30D | +9.3% | +30.9% | -21.6% | +0.9% |
| 3M | +12.2% | +28.8% | -16.6% | +3.9% |
| 6M | +18.1% | +32.3% | -14.3% | +7.8% |
| YTD | +49.8% | +54.7% | -4.9% | +30.3% |
| 1Y | +46.4% | +63.2% | -16.8% | +25.3% |
| 3Y | +92.5% | +220.7% | -128.1% | +32.1% |
| 5Y | +107.4% | +53.3% | +54.0% | +72.3% |
| 10Y | +784.1% | +104.2% | +679.8% | +540.7% |
| All | +14,606.5% | +4,857.2% | +9,749.4% | +4,373.8% |
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