+62.8%
META vs HAS
+13.4%
+49.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +6.7% | -1.8% | +8.5% | +7.5% |
| 30D | +4.8% | +2.3% | +2.5% | +3.8% |
| 3M | -1.6% | +10.4% | -12.0% | -5.9% |
| 6M | -7.5% | -3.2% | -4.2% | -7.2% |
| YTD | -6.4% | +15.4% | -21.8% | -13.5% |
| 1Y | -17.3% | +18.8% | -36.1% | -24.8% |
| 3Y | +109.9% | +43.9% | +66.0% | +73.1% |
| All | +62.8% | +13.4% | +49.4% | +64.8% |
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