+1,109.4%
HAS vs WTW
+1,174.9%
-65.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.1% |
| 7D | -1.8% | -2.6% | +0.8% | -1.1% |
| 30D | +2.3% | -1.0% | +3.2% | +2.5% |
| 3M | +10.4% | +29.9% | -19.6% | +1.8% |
| 6M | -3.2% | +10.7% | -13.9% | -6.9% |
| YTD | +15.4% | +2.6% | +12.8% | +13.0% |
| 1Y | +18.8% | +2.8% | +16.0% | +16.0% |
| 3Y | +43.9% | +67.3% | -23.3% | +18.8% |
| 5Y | +13.9% | +56.6% | -42.7% | -4.7% |
| 10Y | +56.4% | +204.1% | -147.7% | +6.3% |
| All | +1,109.4% | +1,174.9% | -65.5% | +574.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling