+3,324.5%
HAS vs RVTY
+2,416.7%
+907.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.8% | +1.1% | -2.9% | -2.1% |
| 30D | +2.3% | +13.2% | -11.0% | -0.7% |
| 3M | +10.4% | +27.2% | -16.9% | +4.1% |
| 6M | -3.2% | +32.4% | -35.6% | -9.9% |
| YTD | +15.4% | +34.9% | -19.5% | +6.7% |
| 1Y | +18.8% | +52.4% | -33.6% | +6.6% |
| 3Y | +43.9% | +12.3% | +31.7% | +36.8% |
| 5Y | +13.9% | -30.8% | +44.7% | +18.6% |
| 10Y | +56.4% | +150.7% | -94.3% | +23.6% |
| All | +3,324.5% | +2,416.7% | +907.8% | +1,278.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling