+65.2%
HAS vs RVTY
+74.0%
-8.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.5% | +3.6% |
| 7D | +2.4% | -3.6% | +6.0% | +3.2% |
| 30D | +31.6% | +1.4% | +30.2% | +31.0% |
| 3M | +33.9% | +43.2% | -9.3% | +23.0% |
| 6M | +31.4% | +84.5% | -53.1% | +13.1% |
| YTD | +51.6% | +65.2% | -13.5% | +30.8% |
| 1Y | +65.2% | +74.3% | -9.1% | +40.7% |
| All | +65.2% | +74.0% | -8.8% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling