+2,896.1%
FITB vs HAS
+3,598.5%
-702.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.6% | -1.8% | +2.4% | +1.3% |
| 30D | -4.7% | +2.3% | -7.0% | -5.6% |
| 3M | +6.7% | +10.4% | -3.7% | +2.4% |
| 6M | +12.6% | -3.2% | +15.8% | +12.7% |
| YTD | +19.1% | +15.4% | +3.7% | +11.6% |
| 1Y | +22.6% | +18.8% | +3.8% | +13.5% |
| 3Y | +127.1% | +43.9% | +83.2% | +90.3% |
| 5Y | +71.8% | +13.9% | +57.9% | +54.0% |
| 10Y | +287.2% | +56.4% | +230.8% | +197.8% |
| All | +2,896.1% | +3,598.5% | -702.4% | +970.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling