+474.7%
NDAQ vs HAS
+101.4%
+373.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | +16.5% | +31.0% | -14.5% | +9.1% |
| 3M | +13.5% | +30.7% | -17.2% | +6.3% |
| 6M | +20.9% | +23.9% | -3.0% | +14.3% |
| YTD | +11.4% | +48.3% | -36.9% | +0.2% |
| 1Y | +25.9% | +60.2% | -34.3% | +11.1% |
| 3Y | +119.9% | +189.2% | -69.4% | +64.1% |
| 5Y | +61.7% | +50.4% | +11.3% | +39.8% |
| All | +474.7% | +101.4% | +373.3% | +343.5% |
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