+60.5%
HAS vs SIRI
-10.2%
+70.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | -1.1% | +0.6% | -1.6% | -1.2% |
| 30D | -2.8% | +2.5% | -5.3% | -3.5% |
| 3M | +10.1% | +6.6% | +3.5% | +8.1% |
| 6M | -1.4% | +32.9% | -34.2% | -8.5% |
| YTD | +14.2% | +50.5% | -36.3% | +2.4% |
| 1Y | +18.2% | +28.0% | -9.8% | +9.8% |
| 3Y | +48.6% | -22.4% | +71.0% | +48.3% |
| 5Y | +14.2% | -41.3% | +55.5% | +14.9% |
| All | +60.5% | -10.2% | +70.7% | +34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling