-34.4%
HDB vs HAS
+20.3%
-54.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +0.4% | -1.8% | +2.2% | +0.7% |
| 30D | -2.8% | +2.3% | -5.1% | -3.1% |
| 3M | -3.5% | +10.4% | -13.9% | -5.0% |
| 6M | -24.7% | -3.2% | -21.5% | -25.3% |
| YTD | -36.6% | +15.4% | -52.0% | -35.8% |
| 1Y | -34.4% | +18.8% | -53.2% | -33.6% |
| All | -34.4% | +20.3% | -54.7% | -33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling