-9.2%
IGV vs HAS
+61.8%
-71.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.5% |
| 7D | -0.4% | +2.2% | -2.6% | -0.5% |
| 30D | -9.9% | +29.6% | -39.5% | -10.3% |
| 3M | -1.2% | +30.3% | -31.5% | -1.7% |
| 6M | +11.3% | +25.6% | -14.3% | +11.2% |
| YTD | -4.0% | +50.8% | -54.8% | -5.1% |
| All | -9.2% | +61.8% | -71.0% | -10.1% |
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