+44.2%
HAS vs IAG
+746.3%
-702.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.4% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | +2.3% | +28.9% | -26.6% | +0.4% |
| 3M | +10.4% | +19.1% | -8.8% | +8.7% |
| 6M | -3.2% | -10.3% | +7.0% | -3.3% |
| YTD | +15.4% | +24.2% | -8.8% | +13.1% |
| 1Y | +18.8% | +116.5% | -97.7% | +12.7% |
| All | +44.2% | +746.3% | -702.0% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 3y: compounded portfolio wealth divided by compounded IAG 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…
3y analysis · Full analysis span regression · 6 months rolling