+44.4%
HAS vs WTW
+60.9%
-16.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.4% |
| 7D | -4.8% | -7.1% | +2.3% | -4.7% |
| 30D | -5.1% | -8.5% | +3.4% | -5.0% |
| 3M | +6.4% | +20.6% | -14.2% | +6.4% |
| 6M | -5.6% | +7.2% | -12.9% | -5.5% |
| YTD | +11.0% | -3.9% | +14.8% | +11.2% |
| 1Y | +16.8% | -3.6% | +20.4% | +17.0% |
| All | +44.4% | +60.9% | -16.5% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling