+33,950.9%
HD vs HAS
+4,678.1%
+29,272.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.1% | -1.0% |
| 7D | +6.4% | 0.0% | +6.4% | +6.4% |
| 30D | +22.1% | +31.3% | -9.3% | +11.2% |
| 3M | -0.2% | +32.1% | -32.3% | -9.4% |
| 6M | +12.6% | +28.1% | -15.5% | +2.7% |
| YTD | +3.9% | +49.1% | -45.2% | -10.3% |
| 1Y | -3.7% | +60.5% | -64.3% | -19.0% |
| 3Y | +27.9% | +183.9% | -156.0% | -13.8% |
| 5Y | +7.8% | +51.2% | -43.4% | -11.9% |
| 10Y | +269.4% | +105.3% | +164.1% | +152.2% |
| All | +33,950.9% | +4,678.1% | +29,272.8% | +7,216.9% |
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 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