+58.1%
HDB vs HAS
+101.4%
-43.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +13.3% | -0.2% | +13.5% | +13.4% |
| 30D | +13.6% | +31.0% | -17.5% | +7.5% |
| 3M | +5.8% | +30.7% | -24.9% | +0.1% |
| 6M | -1.9% | +23.9% | -25.8% | -6.5% |
| YTD | -31.2% | +48.3% | -79.5% | -36.9% |
| 1Y | -29.6% | +60.2% | -89.8% | -36.4% |
| 3Y | -10.1% | +189.2% | -199.3% | -30.2% |
| 5Y | -24.3% | +50.4% | -74.8% | -32.8% |
| All | +58.1% | +101.4% | -43.2% | +25.7% |
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 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