+17.5%
HAS vs CHD
+2.5%
+15.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -2.0% |
| 7D | -3.1% | -2.9% | -0.2% | -2.6% |
| 30D | -2.7% | -6.2% | +3.5% | -1.6% |
| 3M | +8.9% | +1.6% | +7.4% | +8.6% |
| 6M | -2.9% | -3.5% | +0.6% | -2.8% |
| YTD | +12.6% | +16.2% | -3.6% | +10.9% |
| 1Y | +17.5% | +3.4% | +14.1% | +17.4% |
| All | +17.5% | +2.5% | +15.0% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling