+58.4%
NDAQ vs HAS
+13.4%
+45.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.7% |
| 7D | -2.4% | -1.8% | -0.6% | -2.0% |
| 30D | +2.5% | +2.3% | +0.2% | +1.9% |
| 3M | +9.9% | +10.4% | -0.4% | +7.1% |
| 6M | +9.4% | -3.2% | +12.7% | +9.7% |
| YTD | +0.4% | +15.4% | -15.0% | -4.0% |
| 1Y | +4.0% | +18.8% | -14.8% | -1.5% |
| 3Y | +94.4% | +43.9% | +50.4% | +72.2% |
| All | +58.4% | +13.4% | +45.0% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling