+31,139.8%
HD vs HAS
+3,598.5%
+27,541.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -2.1% | -1.8% | -0.2% | -1.4% |
| 30D | -8.4% | +2.3% | -10.7% | -9.1% |
| 3M | +4.3% | +10.4% | -6.0% | +0.7% |
| 6M | -11.1% | -3.2% | -7.9% | -10.8% |
| YTD | -4.7% | +15.4% | -20.1% | -10.1% |
| 1Y | -19.8% | +18.8% | -38.6% | -25.2% |
| 3Y | +4.1% | +43.9% | -39.8% | -11.8% |
| 5Y | +10.3% | +13.9% | -3.6% | -0.8% |
| 10Y | +203.2% | +56.4% | +146.7% | +127.1% |
| All | +31,139.8% | +3,598.5% | +27,541.3% | +7,236.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling