+48.6%
HAS vs RVTY
-7.4%
+56.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.4% | -1.5% |
| 7D | -0.2% | -1.2% | +1.1% | 0.0% |
| 30D | +31.0% | +1.0% | +30.0% | +30.2% |
| 3M | +30.7% | +35.8% | -5.2% | +16.3% |
| 6M | +23.9% | +56.7% | -32.8% | +4.2% |
| YTD | +48.3% | +60.7% | -12.4% | +22.0% |
| 1Y | +60.2% | +73.7% | -13.5% | +27.8% |
| 3Y | +189.2% | +82.8% | +106.5% | +122.6% |
| All | +48.6% | -7.4% | +56.0% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling