+497.6%
HAL vs HAS
+4,652.9%
-4,155.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | -12.0% | -0.2% | -11.8% | -12.0% |
| 30D | +0.3% | +31.0% | -30.7% | -7.6% |
| 3M | -1.6% | +30.7% | -32.3% | -9.4% |
| 6M | -20.5% | +23.9% | -44.4% | -26.2% |
| YTD | +14.2% | +48.3% | -34.1% | -0.4% |
| 1Y | +18.9% | +60.2% | -41.4% | +1.1% |
| 3Y | -13.7% | +189.2% | -202.9% | -39.5% |
| 5Y | +42.2% | +50.4% | -8.2% | +18.4% |
| 10Y | -16.7% | +104.2% | -120.9% | -37.6% |
| All | +497.6% | +4,652.9% | -4,155.3% | +123.7% |
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