+48.6%
HAS vs FND
-61.6%
+110.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.2% | +7.7% | -7.8% | -2.6% |
| 30D | +31.0% | +11.9% | +19.2% | +26.1% |
| 3M | +30.7% | -14.6% | +45.2% | +36.2% |
| 6M | +23.9% | +0.5% | +23.5% | +21.1% |
| YTD | +48.3% | -15.8% | +64.1% | +51.7% |
| 1Y | +60.2% | -12.9% | +73.2% | +61.6% |
| 3Y | +189.2% | -34.2% | +223.4% | +207.5% |
| All | +48.6% | -61.6% | +110.2% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling