+57.5%
DIA vs HAS
+181.4%
-123.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -0.9% | -0.2% | -0.8% | -0.9% |
| 30D | +0.3% | +31.0% | -30.8% | -4.8% |
| 3M | -4.5% | +30.7% | -35.2% | -9.4% |
| 6M | +3.4% | +23.9% | -20.6% | -1.2% |
| YTD | +7.8% | +48.3% | -40.5% | -1.1% |
| 1Y | +10.7% | +60.2% | -49.5% | 0.0% |
| 3Y | +57.5% | +189.2% | -131.7% | +27.3% |
| All | +57.5% | +181.4% | -123.9% | +27.3% |
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