+499.1%
HAL vs HAS
+4,678.1%
-4,179.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.8% |
| 7D | -11.1% | 0.0% | -11.1% | -11.1% |
| 30D | -2.4% | +31.3% | -33.8% | -10.2% |
| 3M | +0.8% | +32.1% | -31.3% | -7.5% |
| 6M | -22.8% | +28.1% | -50.9% | -29.1% |
| YTD | +14.5% | +49.1% | -34.6% | -0.3% |
| 1Y | +20.2% | +60.5% | -40.4% | +2.2% |
| 3Y | -15.2% | +183.9% | -199.0% | -40.2% |
| 5Y | +42.5% | +51.2% | -8.7% | +18.5% |
| 10Y | -16.5% | +105.3% | -121.8% | -37.5% |
| All | +499.1% | +4,678.1% | -4,179.0% | +123.9% |
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