+59.7%
HAS vs CPB
-20.9%
+80.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | +2.2% | +3.3% | -1.1% | +1.7% |
| 30D | +29.6% | +19.0% | +10.6% | +26.6% |
| 3M | +30.3% | +0.4% | +29.8% | +29.1% |
| 6M | +25.6% | +13.0% | +12.6% | +23.6% |
| YTD | +50.8% | -12.7% | +63.6% | +51.8% |
| All | +59.7% | -20.9% | +80.6% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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