+595.7%
HAL vs HAS
+3,598.5%
-3,002.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.9% | -1.8% | +4.7% | +3.5% |
| 30D | +17.0% | +2.3% | +14.8% | +16.2% |
| 3M | -9.7% | +10.4% | -20.0% | -12.9% |
| 6M | +8.6% | -3.2% | +11.9% | +8.1% |
| YTD | +33.0% | +15.4% | +17.6% | +25.2% |
| 1Y | +68.3% | +18.8% | +49.5% | +56.8% |
| 3Y | +0.1% | +43.9% | -43.8% | -13.8% |
| 5Y | +102.6% | +13.9% | +88.7% | +83.2% |
| 10Y | +3.8% | +56.4% | -52.6% | -15.8% |
| All | +595.7% | +3,598.5% | -3,002.7% | +181.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling