+570.3%
GH vs HAS
+212.5%
+357.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.8% |
| 7D | +0.6% | +1.4% | -0.8% | +0.2% |
| 30D | -6.9% | +26.3% | -33.2% | -12.8% |
| 3M | -4.9% | +25.6% | -30.5% | -10.9% |
| 6M | +54.1% | +30.3% | +23.8% | +41.4% |
| YTD | +48.5% | +50.4% | -1.8% | +28.8% |
| 1Y | +61.2% | +57.7% | +3.4% | +37.0% |
| 3Y | +570.3% | +213.4% | +357.0% | +274.0% |
| All | +570.3% | +212.5% | +357.8% | +274.0% |
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