+29.4%
NDAQ vs HAS
+66.3%
-36.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +2.0% |
| 7D | +3.9% | +2.4% | +1.5% | +3.5% |
| 30D | +19.0% | +31.6% | -12.6% | +13.8% |
| 3M | +17.6% | +33.9% | -16.3% | +12.1% |
| 6M | +21.0% | +31.4% | -10.4% | +15.5% |
| YTD | +14.1% | +51.6% | -37.6% | +3.9% |
| 1Y | +29.4% | +65.2% | -35.7% | +14.3% |
| All | +29.4% | +66.3% | -36.9% | +14.3% |
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