+1,527.5%
META vs HAS
+325.0%
+1,202.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +6.7% | -1.8% | +8.5% | +7.3% |
| 30D | +4.8% | +2.3% | +2.5% | +4.0% |
| 3M | -1.6% | +10.4% | -12.0% | -5.2% |
| 6M | -7.5% | -3.2% | -4.2% | -7.2% |
| YTD | -6.4% | +15.4% | -21.8% | -11.9% |
| 1Y | -17.3% | +18.8% | -36.1% | -23.2% |
| 3Y | +109.9% | +43.9% | +66.0% | +77.5% |
| 5Y | +65.4% | +13.9% | +51.5% | +49.5% |
| 10Y | +391.8% | +56.4% | +335.4% | +273.0% |
| All | +1,527.5% | +325.0% | +1,202.5% | +921.7% |
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