+254.2%
HD vs HAS
+101.4%
+152.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | +4.3% | -0.2% | +4.5% | +4.4% |
| 30D | +20.2% | +31.0% | -10.8% | +9.7% |
| 3M | -1.0% | +30.7% | -31.7% | -9.6% |
| 6M | +7.9% | +23.9% | -16.0% | -0.3% |
| YTD | +2.0% | +48.3% | -46.3% | -11.7% |
| 1Y | -4.3% | +60.2% | -64.5% | -19.2% |
| 3Y | +25.9% | +189.2% | -163.3% | -15.6% |
| 5Y | +5.8% | +50.4% | -44.6% | -12.7% |
| All | +254.2% | +101.4% | +152.9% | +147.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling