+4,396.0%
HAS vs GFI
+508.9%
+3,887.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.7% | -1.9% |
| 7D | +1.6% | -5.4% | +7.0% | +1.8% |
| 30D | +26.6% | -1.5% | +28.2% | +26.6% |
| 3M | +29.0% | -10.2% | +39.1% | +29.3% |
| 6M | +30.6% | -19.3% | +49.8% | +31.1% |
| YTD | +51.5% | -13.7% | +65.3% | +51.5% |
| 1Y | +58.5% | -12.1% | +70.6% | +58.3% |
| 3Y | +214.1% | +208.4% | +5.8% | +199.3% |
| 5Y | +50.2% | +301.4% | -251.2% | +40.7% |
| 10Y | +100.0% | +1,285.2% | -1,185.2% | +75.9% |
| All | +4,396.0% | +508.9% | +3,887.1% | +3,848.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 all: compounded portfolio wealth divided by compounded GFI 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…
all analysis · Full analysis span regression · 6 months rolling