+19,851.2%
GD vs HAS
+3,598.5%
+16,252.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -5.3% | -1.8% | -3.5% | -4.9% |
| 30D | -6.4% | +2.3% | -8.7% | -6.9% |
| 3M | +5.7% | +10.4% | -4.7% | +3.5% |
| 6M | -0.9% | -3.2% | +2.3% | -0.9% |
| YTD | +8.2% | +15.4% | -7.3% | +4.4% |
| 1Y | +13.4% | +18.8% | -5.4% | +8.8% |
| 3Y | +68.5% | +43.9% | +24.6% | +52.7% |
| 5Y | +97.2% | +13.9% | +83.3% | +84.1% |
| 10Y | +190.2% | +56.4% | +133.8% | +146.3% |
| All | +19,851.2% | +3,598.5% | +16,252.8% | +10,659.1% |
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 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