+56.0%
HAS vs RRX
+210.7%
-154.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.6% |
| 7D | -4.8% | -0.7% | -4.1% | -4.6% |
| 30D | -5.1% | -8.0% | +2.8% | -2.5% |
| 3M | +6.4% | -25.1% | +31.4% | +15.5% |
| 6M | -5.6% | -18.3% | +12.6% | -2.6% |
| YTD | +11.0% | +14.2% | -3.2% | -0.2% |
| 1Y | +16.8% | +13.0% | +3.7% | +4.7% |
| 3Y | +44.0% | +4.2% | +39.8% | +25.9% |
| 5Y | +11.0% | +17.9% | -6.9% | -11.0% |
| 10Y | +56.0% | +220.4% | -164.4% | -20.3% |
| All | +56.0% | +210.7% | -154.7% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling