+25.9%
IWM vs HAS
+54.3%
-28.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | -0.3% | +2.0% | -2.3% | -1.0% |
| 30D | +1.9% | +30.9% | -29.1% | -7.1% |
| 3M | -5.7% | +28.8% | -34.5% | -13.7% |
| 6M | -0.3% | +32.3% | -32.6% | -10.2% |
| YTD | +15.8% | +54.7% | -38.9% | -2.2% |
| 1Y | +17.1% | +63.2% | -46.1% | -3.1% |
| 3Y | +73.1% | +220.7% | -147.6% | +7.6% |
| 5Y | +25.9% | +53.3% | -27.5% | +7.9% |
| All | +25.9% | +54.3% | -28.5% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling