-20.2%
DOW vs HAS
+212.5%
-232.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | 0.0% |
| 7D | +5.2% | +1.4% | +3.8% | +4.7% |
| 30D | +13.2% | +26.3% | -13.1% | +3.3% |
| 3M | +10.1% | +25.6% | -15.5% | +0.5% |
| 6M | -13.1% | +30.3% | -43.3% | -22.2% |
| YTD | +46.1% | +50.4% | -4.2% | +19.5% |
| 1Y | +50.0% | +57.7% | -7.7% | +19.7% |
| 3Y | -20.2% | +213.4% | -233.6% | -51.1% |
| All | -20.2% | +212.5% | -232.7% | -51.1% |
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