+94.1%
HAS vs IT
+88.7%
+5.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.7% |
| 7D | +1.6% | -3.7% | +5.3% | +2.6% |
| 30D | +26.6% | -3.1% | +29.7% | +27.2% |
| 3M | +29.0% | +6.3% | +22.6% | +25.6% |
| 6M | +30.6% | +24.8% | +5.8% | +18.7% |
| YTD | +51.5% | -24.4% | +75.9% | +59.0% |
| 1Y | +58.5% | -17.1% | +75.5% | +60.8% |
| 3Y | +214.1% | -53.6% | +267.7% | +280.9% |
| 5Y | +50.2% | -42.5% | +92.8% | +62.9% |
| All | +94.1% | +88.7% | +5.4% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling