-61.5%
DOCS vs HAS
+20.3%
-81.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -1.4% | -1.8% | +0.4% | -1.1% |
| 30D | +21.8% | +2.3% | +19.6% | +21.6% |
| 3M | +27.3% | +10.4% | +16.9% | +26.2% |
| 6M | -0.3% | -3.2% | +2.9% | +1.1% |
| YTD | -40.5% | +15.4% | -55.9% | -45.5% |
| 1Y | -61.5% | +18.8% | -80.3% | -66.8% |
| All | -61.5% | +20.3% | -81.9% | -66.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling