+41.2%
KEY vs HAS
+13.4%
+27.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +2.2% | -1.8% | +4.0% | +2.9% |
| 30D | -3.0% | +2.3% | -5.3% | -4.0% |
| 3M | +3.3% | +10.4% | -7.0% | -1.2% |
| 6M | +9.2% | -3.2% | +12.4% | +9.3% |
| YTD | +10.6% | +15.4% | -4.8% | +2.4% |
| 1Y | +20.4% | +18.8% | +1.6% | +9.8% |
| 3Y | +121.8% | +43.9% | +77.9% | +80.5% |
| All | +41.2% | +13.4% | +27.8% | +33.1% |
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