+60.3%
HAS vs RACE
+0.7%
+59.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | +3.3% | +0.2% | +3.0% | +3.2% |
| 30D | +30.5% | +6.6% | +23.9% | +28.0% |
| 3M | +29.9% | +2.2% | +27.7% | +28.7% |
| 6M | +26.5% | +22.4% | +4.2% | +17.9% |
| YTD | +51.9% | +13.8% | +38.2% | +39.8% |
| All | +60.3% | +0.7% | +59.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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