+22.8%
FLEX vs HAS
+61.8%
-39.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.7% |
| 7D | -7.2% | +2.2% | -9.3% | -7.4% |
| 30D | -34.8% | +29.6% | -64.3% | -38.3% |
| 3M | -35.6% | +30.3% | -65.9% | -39.3% |
| 6M | -45.0% | +25.6% | -70.6% | -48.0% |
| YTD | +29.4% | +50.8% | -21.4% | +12.3% |
| All | +22.8% | +61.8% | -39.0% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling