+35,474.9%
LOW vs HAS
+3,598.5%
+31,876.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | -1.7% | -1.8% | +0.1% | -1.1% |
| 30D | -7.0% | +2.3% | -9.3% | -7.8% |
| 3M | -0.9% | +10.4% | -11.2% | -4.5% |
| 6M | -20.1% | -3.2% | -16.8% | -19.7% |
| YTD | -13.9% | +15.4% | -29.3% | -18.9% |
| 1Y | -21.1% | +18.8% | -39.9% | -26.6% |
| 3Y | -6.6% | +43.9% | -50.6% | -21.0% |
| 5Y | +9.4% | +13.9% | -4.5% | -1.5% |
| 10Y | +220.5% | +56.4% | +164.1% | +140.3% |
| All | +35,474.9% | +3,598.5% | +31,876.4% | +7,548.0% |
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