+4,300.8%
HAS vs RJF
+45,667.9%
-41,367.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -0.2% | +3.6% | -3.7% | -1.1% |
| 30D | +31.0% | +3.5% | +27.5% | +29.9% |
| 3M | +30.7% | -8.9% | +39.6% | +33.7% |
| 6M | +23.9% | +2.9% | +21.0% | +22.6% |
| YTD | +48.3% | +2.8% | +45.5% | +46.1% |
| 1Y | +60.2% | +2.7% | +57.6% | +57.8% |
| 3Y | +189.2% | +69.3% | +119.9% | +148.1% |
| 5Y | +50.4% | +75.0% | -24.6% | +26.2% |
| 10Y | +104.2% | +378.5% | -274.3% | +30.4% |
| All | +4,300.8% | +45,667.9% | -41,367.1% | +952.3% |
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