+189.2%
HAS vs FFIV
+102.2%
+87.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.2% | -8.1% | +8.0% | +1.6% |
| 30D | +31.0% | -33.4% | +64.4% | +41.9% |
| 3M | +30.7% | -24.7% | +55.4% | +36.7% |
| 6M | +23.9% | -8.8% | +32.8% | +21.1% |
| YTD | +48.3% | +21.8% | +26.5% | +29.5% |
| 1Y | +60.2% | +25.3% | +34.9% | +38.2% |
| 3Y | +189.2% | +101.2% | +88.1% | +74.8% |
| All | +189.2% | +102.2% | +87.0% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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