-73.2%
DOCS vs HAS
+13.4%
-86.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.5% |
| 7D | -1.4% | -1.8% | +0.4% | -0.6% |
| 30D | +21.8% | +2.3% | +19.6% | +20.7% |
| 3M | +27.3% | +10.4% | +16.9% | +21.0% |
| 6M | -0.3% | -3.2% | +2.9% | -0.7% |
| YTD | -40.5% | +15.4% | -55.9% | -46.2% |
| 1Y | -61.5% | +18.8% | -80.3% | -65.8% |
| 3Y | +8.2% | +43.9% | -35.8% | -15.7% |
| All | -73.2% | +13.4% | -86.6% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling