+3,324.5%
HAS vs RJF
+49,848.3%
-46,523.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.7% |
| 30D | +2.3% | -1.3% | +3.5% | +2.5% |
| 3M | +10.4% | +18.9% | -8.5% | +5.3% |
| 6M | -3.2% | +15.0% | -18.3% | -7.0% |
| YTD | +15.4% | +12.2% | +3.2% | +11.2% |
| 1Y | +18.8% | +5.6% | +13.2% | +16.1% |
| 3Y | +43.9% | +74.9% | -30.9% | +22.2% |
| 5Y | +13.9% | +106.6% | -92.8% | -8.5% |
| 10Y | +56.4% | +433.1% | -376.6% | -2.9% |
| All | +3,324.5% | +49,848.3% | -46,523.8% | +700.6% |
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