+18.8%
HAS vs FND
-36.4%
+55.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | -1.8% | -5.2% | +3.4% | -0.9% |
| 30D | +2.3% | -19.9% | +22.1% | +6.3% |
| 3M | +10.4% | +2.7% | +7.6% | +9.2% |
| 6M | -3.2% | -21.7% | +18.4% | +1.5% |
| YTD | +15.4% | -17.5% | +32.9% | +18.5% |
| 1Y | +18.8% | -39.3% | +58.1% | +28.2% |
| All | +18.8% | -36.4% | +55.2% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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