+102.2%
HAS vs AGI
+335.7%
-233.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.1% | +1.0% |
| 7D | +3.3% | +13.9% | -10.7% | +2.5% |
| 30D | +30.5% | -6.2% | +36.8% | +30.8% |
| 3M | +29.9% | -6.9% | +36.8% | +30.1% |
| 6M | +26.5% | -28.7% | +55.3% | +28.3% |
| YTD | +51.9% | -19.8% | +71.7% | +52.8% |
| 1Y | +60.9% | -4.8% | +65.7% | +60.5% |
| 3Y | +215.0% | +144.3% | +70.7% | +199.1% |
| 5Y | +51.5% | +277.2% | -225.7% | +41.0% |
| 10Y | +102.2% | +365.9% | -263.6% | +90.0% |
| All | +102.2% | +335.7% | -233.4% | +90.0% |
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