+56.0%
HAS vs AGI
+398.0%
-342.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -4.8% | +2.2% | -7.1% | -5.0% |
| 30D | -5.1% | +11.3% | -16.4% | -5.7% |
| 3M | +6.4% | +5.6% | +0.7% | +5.9% |
| 6M | -5.6% | -27.7% | +22.0% | -4.4% |
| YTD | +11.0% | -4.1% | +15.1% | +10.7% |
| 1Y | +16.8% | +13.8% | +3.0% | +15.4% |
| 3Y | +44.0% | +217.0% | -173.0% | +35.3% |
| 5Y | +11.0% | +404.3% | -393.4% | +2.3% |
| 10Y | +56.0% | +400.5% | -344.5% | +45.3% |
| All | +56.0% | +398.0% | -342.0% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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