+215.0%
HAS vs SIRI
-22.6%
+237.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +1.0% |
| 7D | +3.3% | +5.5% | -2.3% | +2.3% |
| 30D | +30.5% | +22.6% | +7.9% | +26.3% |
| 3M | +29.9% | +12.9% | +17.0% | +27.2% |
| 6M | +26.5% | +22.3% | +4.3% | +22.0% |
| YTD | +51.9% | +67.8% | -15.8% | +38.2% |
| 1Y | +60.9% | +54.6% | +6.3% | +48.3% |
| 3Y | +215.0% | -21.4% | +236.4% | +219.6% |
| All | +215.0% | -22.6% | +237.5% | +219.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling