+51.1%
HAS vs FGI
-70.6%
+121.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -0.2% | -7.0% | +6.8% | -0.1% |
| 30D | +31.0% | -4.2% | +35.3% | +31.0% |
| 3M | +30.7% | +55.6% | -24.9% | +29.6% |
| 6M | +23.9% | -3.2% | +27.1% | +23.0% |
| YTD | +48.3% | +29.1% | +19.2% | +46.6% |
| 1Y | +60.2% | +51.0% | +9.2% | +58.0% |
| 3Y | +189.2% | +1.5% | +187.7% | +185.6% |
| All | +51.1% | -70.6% | +121.6% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 5y: compounded portfolio wealth divided by compounded FGI 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…
5y analysis · Full analysis span regression · 6 months rolling