+19.8%
HAS vs WTW
-2.8%
+22.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | -3.1% | -7.8% | +4.7% | -2.8% |
| 30D | -6.4% | -7.9% | +1.5% | -6.2% |
| 3M | +10.4% | +19.9% | -9.6% | +10.5% |
| 6M | -3.7% | +9.8% | -13.5% | -3.3% |
| YTD | +12.5% | -3.3% | +15.8% | +13.4% |
| 1Y | +19.8% | -3.3% | +23.1% | +19.8% |
| All | +19.8% | -2.8% | +22.7% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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