+23.8%
IWM vs HAS
+48.2%
-24.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | +1.4% | +1.4% | 0.0% | +1.0% |
| 30D | +2.3% | +26.3% | -24.0% | -5.6% |
| 3M | -8.3% | +25.6% | -33.9% | -15.3% |
| 6M | -1.3% | +30.3% | -31.6% | -10.6% |
| YTD | +13.5% | +50.4% | -36.8% | -3.2% |
| 1Y | +18.4% | +57.7% | -39.3% | -0.8% |
| 3Y | +69.6% | +213.4% | -143.8% | +6.2% |
| All | +23.8% | +48.2% | -24.5% | +8.1% |
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 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