+39,219.9%
LOW vs HAS
+4,652.9%
+34,567.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +7.4% | -0.2% | +7.6% | +7.5% |
| 30D | +24.5% | +31.0% | -6.6% | +13.1% |
| 3M | +3.5% | +30.7% | -27.2% | -6.0% |
| 6M | -2.6% | +23.9% | -26.5% | -10.4% |
| YTD | -4.8% | +48.3% | -53.2% | -18.1% |
| 1Y | -0.8% | +60.2% | -61.0% | -16.9% |
| 3Y | +22.8% | +189.2% | -166.4% | -18.4% |
| 5Y | +5.3% | +50.4% | -45.1% | -14.0% |
| 10Y | +309.5% | +104.2% | +205.3% | +179.4% |
| All | +39,219.9% | +4,652.9% | +34,567.0% | +7,622.9% |
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