+58.5%
HAS vs IRE
-97.7%
+156.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -13.5% | +11.5% | -2.0% |
| 7D | +1.6% | +11.1% | -9.5% | +1.6% |
| 30D | +26.6% | -75.2% | +101.8% | +27.0% |
| 3M | +29.0% | -86.4% | +115.4% | +29.7% |
| 6M | +30.6% | -94.8% | +125.4% | +33.1% |
| YTD | +51.5% | -93.3% | +144.8% | +50.8% |
| 1Y | +58.5% | -97.5% | +156.0% | +58.1% |
| All | +58.5% | -97.7% | +156.2% | +58.1% |
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