-4.9%
DOW vs HAS
+80.6%
-85.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -9.5% | -0.2% | -9.4% | -9.5% |
| 30D | +13.1% | +31.0% | -18.0% | +0.1% |
| 3M | +4.8% | +30.7% | -25.8% | -7.3% |
| 6M | -16.7% | +23.9% | -40.6% | -25.3% |
| YTD | +38.9% | +48.3% | -9.4% | +12.8% |
| 1Y | +48.3% | +60.2% | -11.9% | +16.2% |
| 3Y | -24.4% | +189.2% | -213.6% | -55.7% |
| 5Y | -29.2% | +50.4% | -79.6% | -45.2% |
| All | -4.9% | +80.6% | -85.4% | -37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling