+62.0%
EW vs HAS
+214.3%
-152.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +9.3% | +3.3% | +6.0% | +8.8% |
| 30D | +22.1% | +30.5% | -8.5% | +17.8% |
| 3M | +13.0% | +29.9% | -16.9% | +9.1% |
| 6M | +30.1% | +26.5% | +3.5% | +25.9% |
| YTD | +22.0% | +51.9% | -29.9% | +14.5% |
| 1Y | +23.7% | +60.9% | -37.2% | +15.1% |
| 3Y | +62.0% | +215.0% | -153.0% | +31.6% |
| All | +62.0% | +214.3% | -152.3% | +31.6% |
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