+65.2%
HAS vs SIRI
+59.9%
+5.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.4% | -5.4% | +2.2% |
| 7D | +2.4% | +22.3% | -19.8% | +0.4% |
| 30D | +31.6% | +26.9% | +4.7% | +28.6% |
| 3M | +33.9% | +9.6% | +24.2% | +32.0% |
| 6M | +31.4% | +27.2% | +4.3% | +28.4% |
| YTD | +51.6% | +72.4% | -20.8% | +40.5% |
| 1Y | +65.2% | +59.9% | +5.3% | +55.9% |
| All | +65.2% | +59.9% | +5.3% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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