+322.4%
NET vs HAS
+187.7%
+134.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.6% | -3.3% |
| 7D | -16.4% | +2.4% | -18.8% | -16.9% |
| 30D | -25.8% | +31.6% | -57.5% | -31.0% |
| 3M | -11.5% | +33.9% | -45.4% | -18.2% |
| 6M | +18.9% | +31.4% | -12.5% | +10.2% |
| YTD | +35.2% | +51.6% | -16.4% | +18.8% |
| 1Y | +14.5% | +65.2% | -50.7% | -2.5% |
| All | +322.4% | +187.7% | +134.7% | +154.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling