+448.7%
FIX vs HAS
+181.4%
+267.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +6.0% | +5.6% |
| 7D | -17.5% | -0.2% | -17.3% | -17.5% |
| 30D | -41.6% | +31.0% | -72.6% | -46.0% |
| 3M | -40.6% | +30.7% | -71.3% | -45.2% |
| 6M | -49.4% | +23.9% | -73.3% | -52.8% |
| YTD | +9.2% | +48.3% | -39.1% | -4.6% |
| 1Y | +6.5% | +60.2% | -53.8% | -9.3% |
| 3Y | +448.7% | +189.2% | +259.5% | +266.0% |
| All | +448.7% | +181.4% | +267.3% | +266.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling