-55.0%
FIS vs HAS
+61.8%
-116.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.6% |
| 7D | -29.4% | +2.2% | -31.6% | -29.8% |
| 30D | -16.7% | +29.6% | -46.3% | -21.7% |
| 3M | -33.0% | +30.3% | -63.2% | -37.1% |
| 6M | -33.3% | +25.6% | -58.9% | -37.2% |
| YTD | -56.0% | +50.8% | -106.8% | -61.2% |
| All | -55.0% | +61.8% | -116.8% | -61.5% |
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 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