+325.8%
HWM vs HAS
+181.4%
+144.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +3.0% | +2.5% |
| 7D | +3.3% | -0.2% | +3.5% | +3.3% |
| 30D | -7.6% | +31.0% | -38.6% | -12.3% |
| 3M | -28.9% | +30.7% | -59.6% | -32.6% |
| 6M | -19.7% | +23.9% | -43.6% | -23.2% |
| YTD | +0.5% | +48.3% | -47.8% | -8.3% |
| 1Y | +0.3% | +60.2% | -60.0% | -10.2% |
| 3Y | +325.8% | +189.2% | +136.6% | +238.3% |
| All | +325.8% | +181.4% | +144.4% | +238.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling