+953.5%
HAS vs CNI
+6,541.6%
-5,588.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.8% | -2.1% | +0.3% | -1.0% |
| 30D | +2.3% | -3.3% | +5.5% | +3.6% |
| 3M | +10.4% | +3.8% | +6.6% | +8.4% |
| 6M | -3.2% | +12.7% | -15.9% | -8.4% |
| YTD | +15.4% | +26.3% | -10.9% | +4.0% |
| 1Y | +18.8% | +29.9% | -11.1% | +5.6% |
| 3Y | +43.9% | +15.9% | +28.0% | +33.1% |
| 5Y | +13.9% | +6.9% | +6.9% | +7.8% |
| 10Y | +56.4% | +126.8% | -70.4% | +8.5% |
| All | +953.5% | +6,541.6% | -5,588.0% | +134.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling