+55.8%
DOCS vs HAS
+182.9%
-127.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.8% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +19.4% | +31.3% | -11.9% | +10.7% |
| 3M | +53.4% | +32.1% | +21.3% | +42.2% |
| 6M | +28.8% | +28.1% | +0.6% | +19.5% |
| YTD | -25.1% | +49.1% | -74.2% | -34.0% |
| 1Y | -48.1% | +60.5% | -108.7% | -55.4% |
| All | +55.8% | +182.9% | -127.1% | +2.1% |
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