+215.0%
HAS vs Z
-20.5%
+235.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.5% | +6.3% | +1.9% |
| 7D | +3.3% | -6.5% | +9.7% | +4.5% |
| 30D | +30.5% | -0.1% | +30.6% | +30.0% |
| 3M | +29.9% | -14.1% | +44.0% | +32.9% |
| 6M | +26.5% | -30.1% | +56.6% | +34.5% |
| YTD | +51.9% | -57.5% | +109.5% | +78.8% |
| 1Y | +60.9% | -60.3% | +121.2% | +92.1% |
| 3Y | +215.0% | -21.0% | +236.0% | +203.4% |
| All | +215.0% | -20.5% | +235.4% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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