+12.6%
HAS vs RRX
+19.7%
-7.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.6% |
| 7D | -3.1% | +4.3% | -7.4% | -4.3% |
| 30D | -2.7% | -8.0% | +5.3% | -0.4% |
| 3M | +8.9% | -22.0% | +30.9% | +15.5% |
| 6M | -2.9% | -11.9% | +9.0% | -2.8% |
| YTD | +12.6% | +17.1% | -4.5% | +1.4% |
| 1Y | +17.5% | +14.9% | +2.6% | +5.8% |
| 3Y | +46.2% | +6.9% | +39.3% | +28.5% |
| 5Y | +12.6% | +19.6% | -7.0% | -5.9% |
| All | +12.6% | +19.7% | -7.1% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling