+65.2%
HAS vs WWD
+27.2%
+38.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.3% |
| 7D | +2.4% | +7.3% | -4.9% | +1.3% |
| 30D | +31.6% | -2.0% | +33.6% | +31.9% |
| 3M | +33.9% | -12.6% | +46.4% | +36.8% |
| 6M | +31.4% | -8.4% | +39.8% | +32.6% |
| YTD | +51.6% | +8.2% | +43.4% | +47.2% |
| 1Y | +65.2% | +26.5% | +38.6% | +53.9% |
| All | +65.2% | +27.2% | +38.0% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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