+58.5%
HAS vs CAPR
+65.7%
-7.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.7% | +6.7% | -2.0% |
| 7D | +1.6% | +19.1% | -17.4% | +1.6% |
| 30D | +26.6% | +48.8% | -22.2% | +26.6% |
| 3M | +29.0% | +144.4% | -115.4% | +28.8% |
| 6M | +30.6% | -67.5% | +98.1% | +30.8% |
| YTD | +51.5% | -64.5% | +116.0% | +51.7% |
| 1Y | +58.5% | +74.4% | -16.0% | +57.3% |
| All | +58.5% | +65.7% | -7.2% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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