+71.5%
IWM vs HAS
+215.8%
-144.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +0.3% | +3.3% | -3.0% | -0.6% |
| 30D | +0.6% | +30.5% | -30.0% | -7.1% |
| 3M | -6.2% | +29.9% | -36.1% | -13.4% |
| 6M | -0.8% | +26.5% | -27.3% | -8.1% |
| YTD | +14.8% | +51.9% | -37.2% | -0.7% |
| 1Y | +16.1% | +60.9% | -44.8% | -1.6% |
| All | +71.5% | +215.8% | -144.3% | +6.5% |
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 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