+8.2%
HD vs HAS
+51.1%
-42.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.4% |
| 7D | +3.6% | +2.2% | +1.4% | +2.9% |
| 30D | +21.6% | +29.6% | -8.0% | +11.8% |
| 3M | +0.1% | +30.3% | -30.2% | -8.2% |
| 6M | +13.0% | +25.6% | -12.6% | +4.3% |
| YTD | +4.9% | +50.8% | -45.9% | -9.2% |
| 1Y | -2.1% | +63.0% | -65.1% | -17.4% |
| 3Y | +32.6% | +211.6% | -179.0% | -13.1% |
| 5Y | +8.2% | +50.4% | -42.2% | -1.2% |
| All | +8.2% | +51.1% | -42.8% | -1.2% |
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