+1,331.0%
LITE vs HAS
+215.8%
+1,115.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | -13.9% | +3.3% | -17.2% | -14.8% |
| 30D | -46.9% | +30.5% | -77.5% | -52.0% |
| 3M | -28.0% | +29.9% | -57.9% | -35.2% |
| 6M | -35.2% | +26.5% | -61.8% | -41.6% |
| YTD | +58.9% | +51.9% | +6.9% | +27.8% |
| 1Y | +125.3% | +60.9% | +64.4% | +75.9% |
| All | +1,331.0% | +215.8% | +1,115.2% | +604.2% |
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