+65.2%
HAS vs AR
+14.7%
+50.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.3% | +9.3% | +2.6% |
| 7D | +2.4% | -11.1% | +13.6% | +1.7% |
| 30D | +31.6% | +7.9% | +23.7% | +32.3% |
| 3M | +33.9% | +4.9% | +29.0% | +34.4% |
| 6M | +31.4% | -5.3% | +36.7% | +30.9% |
| YTD | +51.6% | +8.6% | +43.0% | +51.0% |
| 1Y | +65.2% | +13.7% | +51.5% | +64.0% |
| All | +65.2% | +14.7% | +50.5% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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