+60.3%
HAS vs S
+36.6%
+23.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +3.3% | +1.4% | +1.9% | +3.2% |
| 30D | +30.5% | -10.8% | +41.4% | +30.5% |
| 3M | +29.9% | +5.4% | +24.5% | +29.8% |
| 6M | +26.5% | +41.2% | -14.7% | +24.9% |
| YTD | +51.9% | +56.2% | -4.3% | +46.9% |
| All | +60.3% | +36.6% | +23.7% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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