+5.9%
GD vs HAS
+59.5%
-53.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | +8.9% | +31.0% | -22.1% | +7.2% |
| 3M | -8.0% | +30.7% | -38.7% | -9.5% |
| 6M | +2.9% | +23.9% | -21.0% | +2.1% |
| YTD | +7.1% | +48.3% | -41.2% | +0.6% |
| 1Y | +5.9% | +60.2% | -54.3% | -2.0% |
| All | +5.9% | +59.5% | -53.5% | -2.0% |
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 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