-29.2%
HDB vs HAS
+60.2%
-89.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.5% |
| 7D | +12.7% | +3.3% | +9.4% | +12.1% |
| 30D | +16.6% | +30.5% | -13.9% | +11.0% |
| 3M | +10.8% | +29.9% | -19.1% | +5.5% |
| 6M | +3.8% | +26.5% | -22.7% | -0.7% |
| YTD | -28.9% | +51.9% | -80.8% | -31.1% |
| All | -29.2% | +60.2% | -89.4% | -30.9% |
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 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