+100.5%
HAS vs AR
+44.3%
+56.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -0.2% | -14.3% | +14.1% | +1.2% |
| 30D | +31.0% | +1.4% | +29.6% | +30.8% |
| 3M | +30.7% | +3.4% | +27.3% | +30.1% |
| 6M | +23.9% | -2.1% | +26.0% | +23.8% |
| YTD | +48.3% | +4.7% | +43.6% | +46.7% |
| 1Y | +60.2% | +10.6% | +49.6% | +57.5% |
| 3Y | +189.2% | +24.6% | +164.6% | +177.9% |
| 5Y | +50.4% | +71.9% | -21.5% | +38.4% |
| All | +100.5% | +44.3% | +56.1% | +63.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling