+61.3%
HDB vs HAS
+106.1%
-44.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.3% |
| 7D | +13.7% | +2.2% | +11.5% | +13.2% |
| 30D | +15.8% | +29.6% | -13.7% | +9.9% |
| 3M | +9.2% | +30.3% | -21.0% | +3.5% |
| 6M | +3.2% | +25.6% | -22.5% | -1.9% |
| YTD | -29.4% | +50.8% | -80.2% | -35.4% |
| 1Y | -27.9% | +63.0% | -90.9% | -35.1% |
| 3Y | -5.9% | +211.6% | -217.5% | -28.1% |
| 5Y | -23.5% | +50.4% | -73.9% | -32.0% |
| 10Y | +61.3% | +101.9% | -40.6% | +27.7% |
| All | +61.3% | +106.1% | -44.8% | +27.7% |
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