+47.9%
HAS vs IAG
+505.2%
-457.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.2% | -7.7% | -1.0% |
| 7D | -0.2% | +21.4% | -21.6% | -1.4% |
| 30D | +31.0% | +4.0% | +27.0% | +30.5% |
| 3M | +30.7% | +17.0% | +13.6% | +28.9% |
| 6M | +23.9% | +1.4% | +22.5% | +23.0% |
| YTD | +48.3% | +13.8% | +34.5% | +45.6% |
| 1Y | +60.2% | +55.8% | +4.4% | +54.2% |
| 3Y | +189.2% | +647.4% | -458.2% | +145.1% |
| All | +47.9% | +505.2% | -457.3% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling