+213.4%
HAS vs CPAY
+101.0%
+112.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.1% | -1.2% |
| 7D | +1.4% | +1.6% | -0.2% | +0.9% |
| 30D | +26.3% | +17.6% | +8.7% | +19.6% |
| 3M | +25.6% | +8.7% | +16.9% | +22.0% |
| 6M | +30.3% | +39.5% | -9.3% | +15.7% |
| YTD | +50.4% | +53.6% | -3.2% | +26.3% |
| 1Y | +57.7% | +63.3% | -5.5% | +28.7% |
| 3Y | +213.4% | +101.7% | +111.7% | +100.1% |
| All | +213.4% | +101.0% | +112.4% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 3y: compounded portfolio wealth divided by compounded CPAY 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…
3y analysis · Full analysis span regression · 6 months rolling