+60.3%
HAS vs AME
+21.3%
+39.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.3% | -4.1% | +7.4% | +4.6% |
| 30D | +30.5% | -4.1% | +34.7% | +32.0% |
| 3M | +29.9% | -5.6% | +35.5% | +32.3% |
| 6M | +26.5% | +2.8% | +23.7% | +23.1% |
| YTD | +51.9% | +16.6% | +35.3% | +33.5% |
| All | +60.3% | +21.3% | +39.0% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling