+1,563.7%
LITE vs HAS
+44.2%
+1,519.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.2% |
| 7D | -1.5% | -1.8% | +0.3% | -0.8% |
| 30D | +6.7% | +2.3% | +4.4% | +5.3% |
| 3M | -6.8% | +10.4% | -17.1% | -11.8% |
| 6M | +29.4% | -3.2% | +32.7% | +28.9% |
| YTD | +139.1% | +15.4% | +123.7% | +115.3% |
| 1Y | +521.0% | +18.8% | +502.2% | +451.0% |
| All | +1,563.7% | +44.2% | +1,519.5% | +1,130.4% |
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