+295.2%
FTI vs HAS
+44.6%
+250.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +5.3% | -1.8% | +7.1% | +5.7% |
| 30D | +15.3% | +2.3% | +13.1% | +14.7% |
| 3M | +15.8% | +10.4% | +5.4% | +13.0% |
| 6M | +22.6% | -3.2% | +25.8% | +22.8% |
| YTD | +79.5% | +15.4% | +64.1% | +71.0% |
| 1Y | +102.0% | +18.8% | +83.2% | +90.6% |
| All | +295.2% | +44.6% | +250.6% | +237.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling