+2,892.9%
FITB vs HAS
+4,733.2%
-1,840.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.9% |
| 7D | -1.1% | +2.2% | -3.3% | -1.9% |
| 30D | +7.3% | +29.6% | -22.2% | -2.6% |
| 3M | -4.0% | +30.3% | -34.3% | -13.1% |
| 6M | +11.9% | +25.6% | -13.7% | +1.8% |
| YTD | +19.0% | +50.8% | -31.8% | +0.8% |
| 1Y | +31.0% | +63.0% | -32.0% | +7.8% |
| 3Y | +143.8% | +211.6% | -67.8% | +54.2% |
| 5Y | +48.9% | +50.4% | -1.5% | +20.6% |
| 10Y | +236.6% | +101.9% | +134.7% | +135.6% |
| All | +2,892.9% | +4,733.2% | -1,840.3% | +867.2% |
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