-51.1%
FIS vs HAS
+66.3%
-117.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +3.1% | -26.7% | -24.2% |
| 7D | -18.4% | +2.4% | -20.9% | -18.9% |
| 30D | -11.4% | +31.6% | -43.0% | -17.1% |
| 3M | -32.0% | +33.9% | -65.8% | -36.5% |
| 6M | -35.6% | +31.4% | -67.0% | -39.9% |
| YTD | -53.8% | +51.6% | -105.4% | -59.5% |
| 1Y | -51.1% | +65.2% | -116.3% | -59.4% |
| All | -51.1% | +66.3% | -117.4% | -59.4% |
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 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