+1,352.0%
HWM vs HAS
+98.5%
+1,253.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.7% | -4.3% | -5.3% |
| 7D | -2.4% | 0.0% | -2.4% | -2.5% |
| 30D | -13.3% | +31.3% | -44.6% | -22.5% |
| 3M | -31.0% | +32.1% | -63.1% | -38.7% |
| 6M | -17.1% | +28.1% | -45.3% | -26.0% |
| YTD | -1.9% | +49.1% | -51.0% | -18.4% |
| 1Y | -2.4% | +60.5% | -62.9% | -21.4% |
| 3Y | +322.2% | +183.9% | +138.3% | +153.8% |
| 5Y | +509.8% | +51.2% | +458.6% | +379.6% |
| 10Y | +1,453.8% | +105.3% | +1,348.5% | +889.0% |
| All | +1,352.0% | +98.5% | +1,253.5% | +826.5% |
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