+2,105.4%
FIX vs HAS
+13.4%
+2,092.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | +6.0% | -1.8% | +7.8% | +6.7% |
| 30D | -7.2% | +2.3% | -9.5% | -8.1% |
| 3M | -15.9% | +10.4% | -26.2% | -19.2% |
| 6M | +12.7% | -3.2% | +16.0% | +12.9% |
| YTD | +72.8% | +15.4% | +57.4% | +62.1% |
| 1Y | +122.9% | +18.8% | +104.1% | +106.6% |
| 3Y | +774.3% | +43.9% | +730.4% | +646.2% |
| All | +2,105.4% | +13.4% | +2,092.0% | +2,065.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling