+2.9%
HYG vs HAS
+21.6%
-18.7%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.1% |
| 7D | -0.7% | -1.1% | +0.4% | -0.7% |
| 30D | -0.7% | -2.8% | +2.1% | -0.6% |
| 3M | -0.2% | +10.1% | -10.3% | -0.5% |
| 6M | +1.4% | -1.4% | +2.8% | +1.3% |
| YTD | +1.5% | +14.2% | -12.7% | +0.3% |
| 1Y | +2.9% | +18.2% | -15.3% | +0.8% |
| All | +2.9% | +21.6% | -18.7% | +0.8% |
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