+101.9%
HAS vs CHD
+181.4%
-79.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.2% |
| 7D | +2.2% | +0.8% | +1.4% | +1.9% |
| 30D | +29.6% | +13.5% | +16.1% | +25.0% |
| 3M | +30.3% | +8.1% | +22.1% | +27.3% |
| 6M | +25.6% | +19.9% | +5.7% | +18.9% |
| YTD | +50.8% | +34.0% | +16.8% | +38.2% |
| 1Y | +63.0% | +29.8% | +33.2% | +50.6% |
| 3Y | +211.6% | +28.7% | +182.9% | +184.4% |
| 5Y | +50.4% | +31.8% | +18.6% | +35.0% |
| 10Y | +101.9% | +178.2% | -76.3% | +54.6% |
| All | +101.9% | +181.4% | -79.5% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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