+46.2%
HAS vs CNI
+21.3%
+24.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -3.1% | +2.5% | -5.6% | -4.2% |
| 30D | -2.7% | -2.5% | -0.2% | -1.6% |
| 3M | +8.9% | +2.7% | +6.2% | +7.3% |
| 6M | -2.9% | +16.9% | -19.9% | -10.4% |
| YTD | +12.6% | +26.3% | -13.7% | 0.0% |
| 1Y | +17.5% | +31.1% | -13.6% | +2.2% |
| 3Y | +46.2% | +21.1% | +25.1% | +20.2% |
| All | +46.2% | +21.3% | +24.9% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 3y: compounded portfolio wealth divided by compounded CNI 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…
3y analysis · Full analysis span regression · 6 months rolling