+70.3%
HCA vs HAS
+10.8%
+59.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.3% |
| 7D | +4.9% | -4.8% | +9.8% | +6.2% |
| 30D | +1.9% | -5.1% | +7.0% | +3.1% |
| 3M | +12.7% | +6.4% | +6.4% | +10.8% |
| 6M | -22.3% | -5.6% | -16.7% | -21.6% |
| YTD | -9.3% | +11.0% | -20.3% | -12.3% |
| 1Y | +2.7% | +16.8% | -14.1% | -2.1% |
| 3Y | +57.8% | +44.0% | +13.8% | +40.0% |
| 5Y | +70.3% | +11.0% | +59.3% | +69.9% |
| All | +70.3% | +10.8% | +59.5% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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