+65.2%
HAS vs DOC
+21.8%
+43.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | -0.1% | +2.4% |
| 7D | +2.4% | +8.7% | -6.3% | +0.8% |
| 30D | +31.6% | +7.6% | +24.0% | +29.6% |
| 3M | +33.9% | -5.3% | +39.1% | +34.9% |
| 6M | +31.4% | +27.6% | +3.8% | +24.8% |
| YTD | +51.6% | +32.4% | +19.2% | +41.8% |
| 1Y | +65.2% | +22.9% | +42.3% | +57.1% |
| All | +65.2% | +21.8% | +43.4% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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