+1,563.7%
META vs HAS
+458.5%
+1,105.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.6% | +0.4% |
| 7D | +2.9% | +2.4% | +0.4% | +2.0% |
| 30D | -15.1% | +31.6% | -46.7% | -22.8% |
| 3M | +7.2% | +33.9% | -26.6% | -3.1% |
| 6M | +3.4% | +31.4% | -28.0% | -6.7% |
| YTD | -4.3% | +51.6% | -56.0% | -18.2% |
| 1Y | +0.8% | +65.2% | -64.4% | -16.4% |
| 3Y | +102.2% | +188.7% | -86.5% | +34.3% |
| 5Y | +89.4% | +55.7% | +33.7% | +54.0% |
| 10Y | +426.7% | +108.8% | +318.0% | +261.5% |
| All | +1,563.7% | +458.5% | +1,105.2% | +849.0% |
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