+215.8%
HAS vs RRC
+58.8%
+157.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.9% |
| 7D | +1.6% | +2.5% | -0.9% | +1.3% |
| 30D | +26.6% | +21.1% | +5.5% | +22.9% |
| 3M | +29.0% | +28.4% | +0.6% | +24.0% |
| 6M | +30.6% | +26.5% | +4.1% | +25.8% |
| YTD | +51.5% | +47.0% | +4.5% | +40.9% |
| 1Y | +58.5% | +35.2% | +23.3% | +49.7% |
| All | +215.8% | +58.8% | +157.0% | +193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling