+19.8%
HAS vs DGX
+29.3%
-9.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.2% | +1.6% |
| 7D | -3.1% | -3.5% | +0.4% | -2.6% |
| 30D | -6.4% | -2.7% | -3.7% | -6.1% |
| 3M | +10.4% | +13.9% | -3.5% | +8.7% |
| 6M | -3.7% | +16.0% | -19.7% | -5.3% |
| YTD | +12.5% | +34.9% | -22.5% | +6.6% |
| 1Y | +19.8% | +30.6% | -10.7% | +14.0% |
| All | +19.8% | +29.3% | -9.4% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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