-6.2%
DOW vs HAS
+83.6%
-89.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.1% |
| 7D | -9.4% | +2.2% | -11.6% | -10.3% |
| 30D | +8.9% | +29.6% | -20.6% | -3.1% |
| 3M | +6.7% | +30.3% | -23.5% | -5.5% |
| 6M | -14.2% | +25.6% | -39.8% | -23.5% |
| YTD | +36.9% | +50.8% | -13.9% | +10.4% |
| 1Y | +45.8% | +63.0% | -17.3% | +13.3% |
| 3Y | -23.9% | +211.6% | -235.5% | -56.9% |
| 5Y | -30.8% | +50.4% | -81.2% | -46.3% |
| All | -6.2% | +83.6% | -89.8% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling