+222.4%
HAS vs A
+67.3%
+155.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | +30.9% | +3.3% | +27.6% | +29.3% |
| 3M | +28.8% | +18.5% | +10.2% | +20.5% |
| 6M | +32.3% | +59.3% | -27.0% | +9.5% |
| YTD | +54.7% | +31.0% | +23.7% | +39.1% |
| 1Y | +63.2% | +19.3% | +43.9% | +53.4% |
| All | +222.4% | +67.3% | +155.1% | +148.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling