-19.3%
GIS vs HAS
+61.8%
-81.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.0% |
| 7D | +0.4% | +2.2% | -1.8% | 0.0% |
| 30D | +10.1% | +29.6% | -19.5% | +6.0% |
| 3M | -3.7% | +30.3% | -33.9% | -7.3% |
| 6M | +4.3% | +25.6% | -21.4% | +0.3% |
| YTD | -19.8% | +50.8% | -70.6% | -22.4% |
| All | -19.3% | +61.8% | -81.1% | -23.1% |
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 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