+66.4%
HAS vs FND
+61.4%
+4.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.3% | -0.8% |
| 7D | +1.6% | -5.1% | +6.8% | +3.1% |
| 30D | +26.6% | +9.2% | +17.4% | +23.2% |
| 3M | +29.0% | -17.7% | +46.7% | +35.4% |
| 6M | +30.6% | +2.5% | +28.1% | +27.1% |
| YTD | +51.5% | -19.8% | +71.3% | +56.6% |
| 1Y | +58.5% | -22.7% | +81.1% | +65.3% |
| 3Y | +214.1% | -38.3% | +252.4% | +240.0% |
| 5Y | +50.2% | -63.0% | +113.2% | +77.6% |
| All | +66.4% | +61.4% | +4.9% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling