+3,324.5%
HAS vs COO
+5,988.7%
-2,664.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | -1.8% | -2.2% | +0.4% | -1.6% |
| 30D | +2.3% | -7.0% | +9.3% | +2.9% |
| 3M | +10.4% | +12.2% | -1.8% | +9.2% |
| 6M | -3.2% | -15.1% | +11.9% | -2.0% |
| YTD | +15.4% | -15.1% | +30.5% | +16.9% |
| 1Y | +18.8% | +2.3% | +16.5% | +18.4% |
| 3Y | +43.9% | -23.7% | +67.6% | +46.5% |
| 5Y | +13.9% | -38.9% | +52.8% | +17.7% |
| 10Y | +56.4% | +49.9% | +6.5% | +52.5% |
| All | +3,324.5% | +5,988.7% | -2,664.2% | +2,592.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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