+1,316.1%
HAS vs SIRI
-17.3%
+1,333.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.4% |
| 7D | -1.8% | +1.6% | -3.4% | -1.9% |
| 30D | +2.3% | -4.7% | +7.0% | +2.5% |
| 3M | +10.4% | +5.3% | +5.1% | +10.0% |
| 6M | -3.2% | +30.5% | -33.7% | -4.9% |
| YTD | +15.4% | +49.6% | -34.2% | +12.5% |
| 1Y | +18.8% | +28.5% | -9.7% | +16.7% |
| 3Y | +43.9% | -27.5% | +71.4% | +44.6% |
| 5Y | +13.9% | -44.7% | +58.5% | +15.1% |
| 10Y | +56.4% | -12.6% | +69.0% | +54.6% |
| All | +1,316.1% | -17.3% | +1,333.5% | +1,137.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling