-51.7%
FIG vs HAS
+66.3%
-118.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.2% | +4.6% |
| 7D | -4.7% | +2.4% | -7.1% | -5.1% |
| 30D | +0.5% | +31.6% | -31.1% | -3.7% |
| 3M | -18.4% | +33.9% | -52.3% | -22.0% |
| 6M | +10.9% | +31.4% | -20.5% | +8.4% |
| YTD | -40.8% | +51.6% | -92.4% | -45.4% |
| 1Y | -51.7% | +65.2% | -116.9% | -58.0% |
| All | -51.7% | +66.3% | -118.0% | -58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling