+100.5%
HAS vs RGEN
+527.2%
-426.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -1.1% |
| 7D | -0.2% | -1.9% | +1.8% | +0.2% |
| 30D | +31.0% | +3.7% | +27.3% | +29.9% |
| 3M | +30.7% | +8.8% | +21.8% | +27.9% |
| 6M | +23.9% | +38.0% | -14.0% | +15.1% |
| YTD | +48.3% | +5.9% | +42.4% | +44.2% |
| 1Y | +60.2% | +19.7% | +40.6% | +51.9% |
| 3Y | +189.2% | +20.5% | +168.7% | +165.2% |
| 5Y | +50.4% | -35.0% | +85.4% | +46.2% |
| All | +100.5% | +527.2% | -426.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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