+213.4%
HAS vs IT
-53.3%
+266.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | +1.4% | +1.1% | +0.3% | +1.2% |
| 30D | +26.3% | -1.8% | +28.1% | +26.5% |
| 3M | +25.6% | +4.8% | +20.8% | +24.5% |
| 6M | +30.3% | +33.0% | -2.8% | +24.2% |
| YTD | +50.4% | -23.8% | +74.2% | +58.4% |
| 1Y | +57.7% | -16.5% | +74.2% | +62.4% |
| 3Y | +213.4% | -53.6% | +267.0% | +279.6% |
| All | +213.4% | -53.3% | +266.6% | +279.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling