+57.9%
HAS vs COMP
-52.8%
+110.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +7.7% | -4.7% | +2.1% |
| 7D | +2.4% | +9.5% | -7.0% | +1.3% |
| 30D | +31.6% | +8.1% | +23.5% | +30.2% |
| 3M | +33.9% | -16.3% | +50.2% | +36.3% |
| 6M | +31.4% | +42.2% | -10.8% | +23.9% |
| YTD | +51.6% | -5.0% | +56.7% | +49.3% |
| 1Y | +65.2% | +20.1% | +45.1% | +57.6% |
| 3Y | +188.7% | +358.4% | -169.7% | +124.1% |
| 5Y | +55.7% | -21.9% | +77.6% | +29.8% |
| All | +57.9% | -52.8% | +110.7% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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