+57.7%
HAS vs CP
+31.6%
+26.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +1.4% | +2.1% | -0.8% | +0.4% |
| 30D | +26.3% | +9.3% | +17.0% | +21.3% |
| 3M | +25.6% | +0.5% | +25.1% | +25.0% |
| 6M | +30.3% | +10.4% | +19.8% | +22.5% |
| YTD | +50.4% | +28.7% | +21.7% | +30.1% |
| 1Y | +57.7% | +33.2% | +24.5% | +31.5% |
| All | +57.7% | +31.6% | +26.1% | +31.5% |
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