+1,350.1%
HAS vs AGI
+4,691.5%
-3,341.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.6% |
| 7D | -0.2% | +16.0% | -16.1% | -0.7% |
| 30D | +31.0% | +1.0% | +30.1% | +30.9% |
| 3M | +30.7% | +2.5% | +28.2% | +30.4% |
| 6M | +23.9% | -24.0% | +47.9% | +24.8% |
| YTD | +48.3% | -17.2% | +65.6% | +48.7% |
| 1Y | +60.2% | +4.9% | +55.3% | +59.4% |
| 3Y | +189.2% | +142.6% | +46.6% | +179.1% |
| 5Y | +50.4% | +315.2% | -264.8% | +42.5% |
| 10Y | +104.2% | +338.5% | -234.3% | +90.0% |
| All | +1,350.1% | +4,691.5% | -3,341.3% | +1,148.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling