+50.2%
HAS vs RRC
+132.2%
-82.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +23.1% |
| 3M | +29.0% | +28.4% | +0.6% | +24.3% |
| 6M | +30.6% | +26.5% | +4.1% | +25.9% |
| YTD | +51.5% | +47.0% | +4.5% | +42.3% |
| 1Y | +58.5% | +35.2% | +23.3% | +50.5% |
| 3Y | +214.1% | +61.0% | +153.1% | +187.4% |
| 5Y | +50.2% | +133.6% | -83.4% | +30.6% |
| All | +50.2% | +132.2% | -82.0% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling