+81.9%
META vs HAS
+50.4%
+31.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -15.4% | +31.0% | -46.4% | -24.4% |
| 3M | +3.5% | +30.7% | -27.1% | -7.5% |
| 6M | -0.3% | +23.9% | -24.2% | -9.6% |
| YTD | -7.3% | +48.3% | -55.6% | -23.0% |
| 1Y | -1.1% | +60.2% | -61.3% | -20.8% |
| 3Y | +95.1% | +189.2% | -94.2% | +10.3% |
| All | +81.9% | +50.4% | +31.5% | +65.6% |
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