+4,375.2%
HAS vs RJF
+47,070.7%
-42,695.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.9% |
| 7D | +2.2% | +3.4% | -1.2% | +1.3% |
| 30D | +29.6% | +5.9% | +23.6% | +27.6% |
| 3M | +30.3% | -4.6% | +34.9% | +31.8% |
| 6M | +25.6% | +9.5% | +16.1% | +22.3% |
| YTD | +50.8% | +6.0% | +44.8% | +47.5% |
| 1Y | +63.0% | +4.3% | +58.7% | +59.9% |
| 3Y | +211.6% | +76.6% | +135.0% | +164.4% |
| 5Y | +50.4% | +80.6% | -30.2% | +25.2% |
| 10Y | +101.9% | +346.5% | -244.6% | +30.9% |
| All | +4,375.2% | +47,070.7% | -42,695.5% | +961.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling