+206.4%
HAS vs AGI
+152.5%
+53.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.8% |
| 7D | -0.2% | +16.0% | -16.1% | -1.6% |
| 30D | +31.0% | +1.0% | +30.1% | +30.6% |
| 3M | +30.7% | +2.5% | +28.2% | +29.7% |
| 6M | +23.9% | -24.0% | +47.9% | +26.4% |
| YTD | +48.3% | -17.2% | +65.6% | +49.6% |
| 1Y | +60.2% | +4.9% | +55.3% | +57.9% |
| All | +206.4% | +152.5% | +53.9% | +161.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling