-4.5%
META vs HAS
+62.3%
-66.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.7% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -18.1% | +31.3% | -49.4% | -21.5% |
| 3M | +2.9% | +32.1% | -29.3% | -1.3% |
| 6M | +0.2% | +28.1% | -27.9% | -3.8% |
| YTD | -8.1% | +49.1% | -57.2% | -14.9% |
| 1Y | -4.5% | +60.5% | -65.1% | -12.9% |
| All | -4.5% | +62.3% | -66.8% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling