+3,769.4%
HDB vs HAS
+1,184.1%
+2,585.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +0.4% | -1.8% | +2.2% | +1.1% |
| 30D | -2.8% | +2.3% | -5.1% | -3.7% |
| 3M | -3.5% | +10.4% | -13.9% | -7.3% |
| 6M | -24.7% | -3.2% | -21.5% | -24.5% |
| YTD | -36.6% | +15.4% | -52.0% | -40.6% |
| 1Y | -34.4% | +18.8% | -53.2% | -39.5% |
| 3Y | -24.4% | +43.9% | -68.3% | -38.0% |
| 5Y | -35.4% | +13.9% | -49.2% | -43.4% |
| 10Y | +39.5% | +56.4% | -16.9% | -8.6% |
| All | +3,769.4% | +1,184.1% | +2,585.4% | +877.9% |
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