+59.7%
HAS vs FND
-10.2%
+70.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.9% |
| 7D | +2.2% | +8.5% | -6.4% | +0.5% |
| 30D | +29.6% | +17.2% | +12.4% | +25.4% |
| 3M | +30.3% | -14.9% | +45.2% | +33.1% |
| 6M | +25.6% | +3.1% | +22.5% | +24.7% |
| YTD | +50.8% | -12.4% | +63.2% | +51.4% |
| All | +59.7% | -10.2% | +70.0% | +59.0% |
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