+65.2%
HAS vs FND
-10.3%
+75.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +10.9% | -7.9% | +1.0% |
| 7D | +2.4% | +12.3% | -9.9% | 0.0% |
| 30D | +31.6% | +14.7% | +16.9% | +27.8% |
| 3M | +33.9% | -12.0% | +45.9% | +35.9% |
| 6M | +31.4% | +10.8% | +20.7% | +28.1% |
| YTD | +51.6% | -12.3% | +63.9% | +52.5% |
| 1Y | +65.2% | -13.4% | +78.6% | +66.7% |
| All | +65.2% | -10.3% | +75.4% | +66.7% |
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