+94.1%
HAS vs RUN
+66.4%
+27.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.0% | -1.3% |
| 7D | +1.6% | -13.7% | +15.3% | +3.4% |
| 30D | +26.6% | +9.4% | +17.2% | +24.7% |
| 3M | +29.0% | -13.4% | +42.4% | +30.4% |
| 6M | +30.6% | -39.6% | +70.2% | +37.0% |
| YTD | +51.5% | -53.7% | +105.2% | +60.9% |
| 1Y | +58.5% | -56.2% | +114.6% | +69.0% |
| 3Y | +214.1% | -9.7% | +223.9% | +159.2% |
| 5Y | +50.2% | -85.5% | +135.7% | +51.4% |
| All | +94.1% | +66.4% | +27.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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