+901.5%
LITE vs HAS
+13.4%
+888.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.2% |
| 7D | -1.5% | -1.8% | +0.3% | -0.7% |
| 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% | +28.8% |
| YTD | +139.1% | +15.4% | +123.7% | +116.4% |
| 1Y | +521.0% | +18.8% | +502.2% | +454.9% |
| 3Y | +1,535.3% | +43.9% | +1,491.3% | +1,197.1% |
| All | +901.5% | +13.4% | +888.1% | +802.7% |
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