+100.5%
HAS vs A
+319.7%
-219.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -1.2% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +31.0% | +3.4% | +27.7% | +29.2% |
| 3M | +30.7% | +23.8% | +6.8% | +19.0% |
| 6M | +23.9% | +49.0% | -25.1% | +3.2% |
| YTD | +48.3% | +29.4% | +18.9% | +30.7% |
| 1Y | +60.2% | +19.4% | +40.8% | +46.3% |
| 3Y | +189.2% | +66.2% | +123.0% | +122.5% |
| 5Y | +50.4% | +15.8% | +34.6% | +32.6% |
| All | +100.5% | +319.7% | -219.3% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling