+249.2%
DIA vs HAS
+56.8%
+192.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.2% | -1.8% | +1.6% | +0.3% |
| 30D | -1.5% | +2.3% | -3.8% | -2.2% |
| 3M | +3.8% | +10.4% | -6.6% | +0.8% |
| 6M | +10.3% | -3.2% | +13.5% | +10.4% |
| YTD | +12.1% | +15.4% | -3.3% | +6.8% |
| 1Y | +18.6% | +18.8% | -0.2% | +11.9% |
| 3Y | +60.6% | +43.9% | +16.7% | +40.4% |
| 5Y | +64.4% | +13.9% | +50.5% | +51.4% |
| All | +249.2% | +56.8% | +192.4% | +184.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling