+65.2%
HAS vs CP
+35.2%
+30.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.4% | +1.5% |
| 7D | +2.4% | +5.6% | -3.1% | 0.0% |
| 30D | +31.6% | +10.0% | +21.6% | +26.2% |
| 3M | +33.9% | +4.4% | +29.5% | +30.9% |
| 6M | +31.4% | +14.1% | +17.4% | +21.6% |
| YTD | +51.6% | +29.1% | +22.6% | +32.3% |
| 1Y | +65.2% | +34.6% | +30.6% | +41.2% |
| All | +65.2% | +35.2% | +30.0% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 1y: compounded portfolio wealth divided by compounded CP 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…
1y analysis · Full analysis span regression · 6 months rolling