+47.7%
HAS vs CNI
+8.1%
+39.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +1.4% | +2.5% | -1.1% | +0.1% |
| 30D | +26.3% | +6.1% | +20.2% | +22.6% |
| 3M | +25.6% | +0.1% | +25.5% | +25.3% |
| 6M | +30.3% | +14.9% | +15.3% | +20.8% |
| YTD | +50.4% | +30.9% | +19.5% | +29.9% |
| 1Y | +57.7% | +33.9% | +23.8% | +34.6% |
| 3Y | +213.4% | +20.2% | +193.2% | +174.8% |
| All | +47.7% | +8.1% | +39.6% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling