+1,449.6%
NET vs HAS
+0.5%
+1,449.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | -7.0% | -1.8% | -5.2% | -6.3% |
| 30D | -4.8% | +2.3% | -7.1% | -5.7% |
| 3M | +3.8% | +10.4% | -6.5% | -0.7% |
| 6M | +50.0% | -3.2% | +53.3% | +49.8% |
| YTD | +41.5% | +15.4% | +26.1% | +31.3% |
| 1Y | +32.8% | +18.8% | +14.0% | +21.5% |
| 3Y | +335.9% | +43.9% | +291.9% | +254.9% |
| 5Y | +113.8% | +13.9% | +99.9% | +87.9% |
| All | +1,449.6% | +0.5% | +1,449.0% | +1,128.5% |
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