+12.9%
HAS vs RVTY
-30.5%
+43.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.8% | +1.1% | -2.9% | -2.2% |
| 30D | +2.3% | +13.2% | -11.0% | -2.3% |
| 3M | +10.4% | +27.2% | -16.9% | +0.7% |
| 6M | -3.2% | +32.4% | -35.6% | -13.7% |
| YTD | +15.4% | +34.9% | -19.5% | +1.7% |
| 1Y | +18.8% | +52.4% | -33.6% | -0.5% |
| 3Y | +43.9% | +12.3% | +31.7% | +31.3% |
| All | +12.9% | -30.5% | +43.5% | +15.9% |
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