+215.8%
HAS vs WWD
+149.7%
+66.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.6% |
| 7D | +1.6% | +8.2% | -6.5% | -0.3% |
| 30D | +26.6% | -0.2% | +26.8% | +26.4% |
| 3M | +29.0% | -8.4% | +37.4% | +31.4% |
| 6M | +30.6% | -9.5% | +40.1% | +32.7% |
| YTD | +51.5% | +10.1% | +41.4% | +43.8% |
| 1Y | +58.5% | +21.6% | +36.9% | +45.2% |
| All | +215.8% | +149.7% | +66.1% | +127.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling