+12.6%
HAS vs AGI
+390.0%
-377.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.3% |
| 7D | -3.1% | +4.4% | -7.5% | -3.5% |
| 30D | -2.7% | +10.0% | -12.7% | -3.8% |
| 3M | +8.9% | +1.7% | +7.2% | +8.3% |
| 6M | -2.9% | -26.8% | +23.9% | -0.4% |
| YTD | +12.6% | -5.3% | +18.0% | +12.2% |
| 1Y | +17.5% | +11.5% | +6.0% | +14.7% |
| 3Y | +46.2% | +212.9% | -166.7% | +25.3% |
| 5Y | +12.6% | +388.8% | -376.2% | -8.3% |
| All | +12.6% | +390.0% | -377.5% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling