+92.6%
HAS vs RRX
+200.5%
-107.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | 0.0% |
| 7D | +1.4% | +4.3% | -3.0% | -0.1% |
| 30D | +26.3% | +12.3% | +14.0% | +20.3% |
| 3M | +25.6% | +3.7% | +21.9% | +22.6% |
| 6M | +30.3% | -13.9% | +44.2% | +32.5% |
| YTD | +50.4% | +26.5% | +23.9% | +29.0% |
| 1Y | +57.7% | +29.3% | +28.4% | +33.7% |
| 3Y | +213.4% | +65.6% | +147.8% | +127.5% |
| 5Y | +49.1% | +10.6% | +38.4% | +23.0% |
| All | +92.6% | +200.5% | -107.9% | -1.8% |
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