-19.4%
GPN vs HAS
+51.6%
-71.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.6% |
| 7D | +3.7% | +3.3% | +0.4% | +2.3% |
| 30D | +23.6% | +30.5% | -7.0% | +10.8% |
| 3M | +18.3% | +29.9% | -11.6% | +6.2% |
| 6M | +47.8% | +26.5% | +21.3% | +33.2% |
| YTD | +32.6% | +51.9% | -19.4% | +9.6% |
| 1Y | +36.0% | +60.9% | -24.9% | +9.7% |
| 3Y | -3.9% | +215.0% | -218.8% | -43.9% |
| 5Y | -19.4% | +51.5% | -70.9% | -33.8% |
| All | -19.4% | +51.6% | -71.0% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling