+23.7%
HAS vs FND
+58.4%
-34.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.2% | -1.1% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -2.7% | -23.6% | +20.9% | +4.7% |
| 3M | +8.9% | +4.3% | +4.6% | +6.5% |
| 6M | -2.9% | -20.3% | +17.4% | +1.6% |
| YTD | +12.6% | -21.3% | +33.9% | +17.6% |
| 1Y | +17.5% | -45.4% | +62.8% | +35.8% |
| 3Y | +46.2% | -48.9% | +95.1% | +67.2% |
| 5Y | +12.6% | -61.0% | +73.6% | +31.7% |
| All | +23.7% | +58.4% | -34.7% | +1.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling