+6,459.5%
EFX vs HAS
+3,598.5%
+2,861.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -6.2% |
| 7D | -8.6% | -1.8% | -6.8% | -8.2% |
| 30D | +0.1% | +2.3% | -2.2% | -0.4% |
| 3M | +3.8% | +10.4% | -6.5% | +1.3% |
| 6M | -13.5% | -3.2% | -10.3% | -13.4% |
| YTD | -17.7% | +15.4% | -33.1% | -21.0% |
| 1Y | -25.6% | +18.8% | -44.4% | -29.2% |
| 3Y | -12.1% | +43.9% | -56.0% | -21.3% |
| 5Y | -33.8% | +13.9% | -47.7% | -38.3% |
| 10Y | +45.1% | +56.4% | -11.3% | +20.7% |
| All | +6,459.5% | +3,598.5% | +2,861.0% | +2,811.4% |
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