+101.9%
HAS vs RVTY
+217.6%
-115.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +0.4% |
| 7D | +2.2% | +6.0% | -3.9% | -0.3% |
| 30D | +29.6% | +4.3% | +25.3% | +27.2% |
| 3M | +30.3% | +40.2% | -10.0% | +13.8% |
| 6M | +25.6% | +59.3% | -33.7% | +3.9% |
| YTD | +50.8% | +66.5% | -15.7% | +21.1% |
| 1Y | +63.0% | +77.5% | -14.5% | +27.5% |
| 3Y | +211.6% | +92.5% | +119.1% | +131.0% |
| 5Y | +50.4% | -6.8% | +57.2% | +42.8% |
| 10Y | +101.9% | +225.4% | -123.5% | +8.0% |
| All | +101.9% | +217.6% | -115.7% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling