+12,471.5%
FIX vs HAS
+893.2%
+11,578.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.0% |
| YTD | +72.8% | +15.4% | +57.4% | +62.3% |
| 1Y | +122.9% | +18.8% | +104.1% | +106.8% |
| 3Y | +774.3% | +43.9% | +730.4% | +634.2% |
| 5Y | +2,049.5% | +13.9% | +2,035.6% | +1,825.1% |
| 10Y | +5,821.5% | +56.4% | +5,765.0% | +4,344.7% |
| All | +12,471.5% | +893.2% | +11,578.3% | +4,737.1% |
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