+59.7%
HAS vs RJF
+4.1%
+55.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.2% |
| 7D | +2.2% | +3.4% | -1.2% | +1.7% |
| 30D | +29.6% | +5.9% | +23.6% | +28.4% |
| 3M | +30.3% | -4.6% | +34.9% | +30.1% |
| 6M | +25.6% | +9.5% | +16.1% | +24.8% |
| YTD | +50.8% | +6.0% | +44.8% | +43.6% |
| All | +59.7% | +4.1% | +55.6% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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