+65.9%
EW vs HAS
+212.5%
-146.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.4% |
| 7D | +4.9% | +1.4% | +3.5% | +4.7% |
| 30D | +23.9% | +26.3% | -2.3% | +20.1% |
| 3M | +15.8% | +25.6% | -9.8% | +12.2% |
| 6M | +31.7% | +30.3% | +1.4% | +26.8% |
| YTD | +25.7% | +50.4% | -24.7% | +18.1% |
| 1Y | +24.4% | +57.7% | -33.3% | +16.0% |
| 3Y | +65.9% | +213.4% | -147.5% | +35.5% |
| All | +65.9% | +212.5% | -146.6% | +35.5% |
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