+2,327.9%
NDAQ vs HAS
+1,235.5%
+1,092.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.7% |
| 7D | -2.4% | -1.8% | -0.6% | -1.8% |
| 30D | +2.5% | +2.3% | +0.2% | +1.5% |
| 3M | +9.9% | +10.4% | -0.4% | +5.6% |
| 6M | +9.4% | -3.2% | +12.7% | +9.6% |
| YTD | +0.4% | +15.4% | -15.0% | -6.1% |
| 1Y | +4.0% | +18.8% | -14.8% | -4.0% |
| 3Y | +94.4% | +43.9% | +50.4% | +60.7% |
| 5Y | +56.7% | +13.9% | +42.8% | +38.0% |
| 10Y | +375.3% | +56.4% | +318.9% | +217.6% |
| All | +2,327.9% | +1,235.5% | +1,092.4% | +584.8% |
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