+62.8%
DOCS vs HAS
+187.7%
-125.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.3% | +5.5% |
| 7D | +1.2% | +2.4% | -1.2% | +0.6% |
| 30D | +21.3% | +31.6% | -10.3% | +12.4% |
| 3M | +58.4% | +33.9% | +24.5% | +46.2% |
| 6M | +39.3% | +31.4% | +7.9% | +28.4% |
| YTD | -21.7% | +51.6% | -73.3% | -31.4% |
| 1Y | -47.3% | +65.2% | -112.5% | -55.1% |
| All | +62.8% | +187.7% | -125.0% | +6.1% |
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