+46.2%
HAS vs SIRI
-23.5%
+69.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -3.1% | +4.3% | -7.4% | -3.8% |
| 30D | -2.7% | -2.8% | +0.1% | -2.3% |
| 3M | +8.9% | +5.9% | +3.0% | +7.6% |
| 6M | -2.9% | +31.9% | -34.8% | -8.0% |
| YTD | +12.6% | +48.7% | -36.0% | +4.3% |
| 1Y | +17.5% | +23.2% | -5.8% | +12.3% |
| 3Y | +46.2% | -23.9% | +70.1% | +45.0% |
| All | +46.2% | -23.5% | +69.7% | +45.0% |
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