-44.8%
GPN vs HAS
+10.2%
-55.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.4% |
| 7D | -0.7% | -3.1% | +2.4% | +0.6% |
| 30D | +3.8% | -2.7% | +6.5% | +4.9% |
| 3M | +39.2% | +8.9% | +30.3% | +34.1% |
| 6M | +17.9% | -2.9% | +20.8% | +17.9% |
| YTD | +16.4% | +12.6% | +3.7% | +8.8% |
| 1Y | +3.6% | +17.5% | -13.8% | -4.9% |
| 3Y | -26.7% | +46.2% | -72.9% | -40.2% |
| 5Y | -44.8% | +12.6% | -57.4% | -47.1% |
| All | -44.8% | +10.2% | -55.0% | -47.1% |
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 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