+190.7%
HAS vs S
+32.3%
+158.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.8% | +7.1% | -0.6% |
| 7D | 0.0% | -16.7% | +16.7% | +2.1% |
| 30D | +31.3% | -17.0% | +48.3% | +33.9% |
| 3M | +32.1% | +2.0% | +30.1% | +30.9% |
| 6M | +28.1% | +35.1% | -6.9% | +21.1% |
| YTD | +49.1% | +42.8% | +6.3% | +38.6% |
| 1Y | +60.5% | +27.7% | +32.8% | +51.6% |
| All | +190.7% | +32.3% | +158.4% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling