+8,419.6%
FIX vs HAS
+1,205.0%
+7,214.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +3.1% | -18.1% | -16.1% |
| 7D | -18.9% | +2.4% | -21.4% | -19.7% |
| 30D | -36.3% | +31.6% | -67.9% | -42.6% |
| 3M | -38.5% | +33.9% | -72.4% | -45.1% |
| 6M | -42.3% | +31.4% | -73.7% | -48.5% |
| YTD | +17.1% | +51.6% | -34.5% | -1.0% |
| 1Y | +14.4% | +65.2% | -50.8% | -6.1% |
| 3Y | +486.7% | +188.7% | +298.0% | +284.9% |
| 5Y | +1,083.7% | +55.7% | +1,028.0% | +843.5% |
| 10Y | +3,932.4% | +108.8% | +3,823.7% | +2,615.2% |
| All | +8,419.6% | +1,205.0% | +7,214.5% | +2,852.4% |
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