+94.1%
HAS vs SIRI
-7.8%
+101.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.7% |
| 7D | +1.6% | -3.7% | +5.3% | +2.5% |
| 30D | +26.6% | +20.4% | +6.2% | +21.2% |
| 3M | +29.0% | +12.5% | +16.5% | +25.2% |
| 6M | +30.6% | +23.4% | +7.1% | +23.5% |
| YTD | +51.5% | +65.2% | -13.7% | +32.9% |
| 1Y | +58.5% | +52.4% | +6.1% | +41.6% |
| 3Y | +214.1% | -22.6% | +236.7% | +216.6% |
| 5Y | +50.2% | -41.7% | +91.9% | +54.9% |
| All | +94.1% | -7.8% | +101.8% | +69.1% |
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