+12.6%
HAS vs WY
-21.5%
+34.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.7% |
| 7D | -3.1% | -2.1% | -1.0% | -2.1% |
| 30D | -2.7% | -10.5% | +7.8% | +2.9% |
| 3M | +8.9% | -4.9% | +13.8% | +11.1% |
| 6M | -2.9% | -4.9% | +2.0% | -1.2% |
| YTD | +12.6% | -1.7% | +14.3% | +11.8% |
| 1Y | +17.5% | -9.4% | +26.8% | +21.8% |
| 3Y | +46.2% | -22.3% | +68.5% | +62.4% |
| 5Y | +12.6% | -20.5% | +33.1% | +25.0% |
| All | +12.6% | -21.5% | +34.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling