+475.8%
NDAQ vs HAS
+102.6%
+373.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +2.9% | +3.3% | -0.4% | +2.1% |
| 30D | +17.5% | +30.5% | -13.1% | +10.1% |
| 3M | +15.4% | +29.9% | -14.4% | +8.2% |
| 6M | +24.6% | +26.5% | -1.9% | +17.2% |
| YTD | +14.4% | +51.9% | -37.5% | +2.4% |
| 1Y | +26.9% | +60.9% | -34.0% | +11.9% |
| 3Y | +119.8% | +215.0% | -95.2% | +60.7% |
| 5Y | +70.5% | +51.5% | +19.0% | +47.1% |
| 10Y | +475.8% | +102.2% | +373.5% | +341.4% |
| All | +475.8% | +102.6% | +373.2% | +341.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling