+51.5%
GM vs HAS
+18.8%
+32.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.3% |
| 7D | -1.1% | -3.1% | +2.0% | 0.0% |
| 30D | -3.4% | -6.4% | +3.0% | -1.2% |
| 3M | +8.7% | +10.4% | -1.7% | +5.3% |
| 6M | +15.4% | -3.7% | +19.1% | +15.2% |
| YTD | +6.6% | +12.5% | -5.9% | 0.0% |
| 1Y | +51.5% | +19.8% | +31.6% | +38.8% |
| All | +51.5% | +18.8% | +32.7% | +38.8% |
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