+189.2%
HAS vs DRI
+66.4%
+122.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.2% | +2.8% | -3.0% | -0.9% |
| 30D | +31.0% | +13.3% | +17.8% | +26.8% |
| 3M | +30.7% | +8.2% | +22.5% | +27.6% |
| 6M | +23.9% | +17.5% | +6.4% | +17.9% |
| YTD | +48.3% | +26.9% | +21.4% | +37.0% |
| 1Y | +60.2% | +31.6% | +28.7% | +46.2% |
| 3Y | +189.2% | +67.0% | +122.3% | +113.2% |
| All | +189.2% | +66.4% | +122.8% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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