-10.4%
DOW vs HAS
+37.1%
-47.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.5% |
| 7D | -2.9% | -3.1% | +0.2% | -1.6% |
| 30D | +2.0% | -2.7% | +4.7% | +3.1% |
| 3M | -12.5% | +8.9% | -21.4% | -16.6% |
| 6M | -9.2% | -2.9% | -6.3% | -10.2% |
| YTD | +30.8% | +12.6% | +18.1% | +20.4% |
| 1Y | +29.4% | +17.5% | +11.9% | +17.1% |
| 3Y | -34.6% | +46.2% | -80.8% | -47.8% |
| 5Y | -35.9% | +12.6% | -48.5% | -43.5% |
| All | -10.4% | +37.1% | -47.5% | -33.8% |
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 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