-25.7%
FN vs HAS
+66.3%
-92.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.1% | -9.0% | -6.0% |
| 7D | -7.0% | +2.4% | -9.4% | -7.0% |
| 30D | -24.7% | +31.6% | -56.3% | -25.8% |
| 3M | -35.7% | +33.9% | -69.5% | -36.8% |
| 6M | -52.4% | +31.4% | -83.8% | -53.4% |
| YTD | -25.0% | +51.6% | -76.6% | -36.5% |
| 1Y | -25.7% | +65.2% | -90.8% | -42.5% |
| All | -25.7% | +66.3% | -92.0% | -42.5% |
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 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