+3,324.5%
HAS vs CHD
+10,220.8%
-6,896.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | -2.7% | +0.9% | -1.2% |
| 30D | +2.3% | -4.6% | +6.9% | +3.3% |
| 3M | +10.4% | +5.0% | +5.3% | +9.0% |
| 6M | -3.2% | -3.2% | 0.0% | -2.7% |
| YTD | +15.4% | +18.6% | -3.2% | +10.7% |
| 1Y | +18.8% | +4.8% | +14.0% | +16.9% |
| 3Y | +43.9% | +6.1% | +37.8% | +40.2% |
| 5Y | +13.9% | +24.0% | -10.1% | +6.7% |
| 10Y | +56.4% | +124.5% | -68.0% | +26.6% |
| All | +3,324.5% | +10,220.8% | -6,896.3% | +1,263.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling