+3,586.8%
LITE vs HAS
+119.7%
+3,467.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.1% | -10.9% | -9.0% |
| 7D | -31.4% | +2.4% | -33.9% | -32.1% |
| 30D | -42.6% | +31.6% | -74.2% | -48.8% |
| 3M | -26.2% | +33.9% | -60.1% | -34.9% |
| 6M | -35.8% | +31.4% | -67.2% | -43.5% |
| YTD | +70.0% | +51.6% | +18.4% | +39.3% |
| 1Y | +232.7% | +65.2% | +167.6% | +163.7% |
| 3Y | +1,365.7% | +188.7% | +1,177.0% | +813.1% |
| 5Y | +609.5% | +55.7% | +553.8% | +450.9% |
| 10Y | +1,721.9% | +108.8% | +1,613.2% | +1,114.1% |
| All | +3,586.8% | +119.7% | +3,467.0% | +2,337.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling