+65.2%
HAS vs IRE
-97.6%
+162.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -23.2% | +26.3% | +3.1% |
| 7D | +2.4% | -46.8% | +49.3% | +2.6% |
| 30D | +31.6% | -75.5% | +107.1% | +32.2% |
| 3M | +33.9% | -79.4% | +113.3% | +34.4% |
| 6M | +31.4% | -91.3% | +122.7% | +33.0% |
| YTD | +51.6% | -90.8% | +142.5% | +51.0% |
| 1Y | +65.2% | -97.7% | +162.9% | +67.0% |
| All | +65.2% | -97.6% | +162.7% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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