+94.1%
HAS vs CHD
+191.9%
-97.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -2.0% |
| 7D | +1.6% | +0.4% | +1.3% | +1.5% |
| 30D | +26.6% | +11.6% | +15.0% | +22.7% |
| 3M | +29.0% | +10.7% | +18.3% | +25.2% |
| 6M | +30.6% | +20.2% | +10.3% | +23.5% |
| YTD | +51.5% | +34.5% | +17.0% | +38.6% |
| 1Y | +58.5% | +32.6% | +25.9% | +45.5% |
| 3Y | +214.1% | +29.1% | +185.0% | +186.3% |
| 5Y | +50.2% | +31.5% | +18.7% | +34.8% |
| All | +94.1% | +191.9% | -97.9% | +46.9% |
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