+17.5%
HAS vs IT
-29.8%
+47.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.4% | +5.0% | -2.2% |
| 7D | -3.1% | -9.1% | +6.0% | -2.9% |
| 30D | -2.7% | -7.0% | +4.3% | -2.6% |
| 3M | +8.9% | +7.6% | +1.3% | +8.7% |
| 6M | -2.9% | +2.1% | -5.0% | -2.6% |
| YTD | +12.6% | -31.6% | +44.2% | +15.6% |
| 1Y | +17.5% | -29.9% | +47.4% | +19.2% |
| All | +17.5% | -29.8% | +47.2% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling