+60.9%
HAS vs STZ
+17.1%
+43.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.3% | +5.3% | -2.1% | +2.4% |
| 30D | +30.5% | +19.6% | +10.9% | +27.1% |
| 3M | +29.9% | +10.0% | +19.9% | +27.8% |
| 6M | +26.5% | -0.3% | +26.8% | +25.4% |
| YTD | +51.9% | +8.6% | +43.4% | +46.9% |
| 1Y | +60.9% | +16.6% | +44.3% | +56.4% |
| All | +60.9% | +17.1% | +43.9% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling