+32.6%
NET vs HAS
+57.3%
-24.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.6% | -4.1% |
| 7D | -16.4% | +2.4% | -18.8% | -17.4% |
| 30D | -25.8% | +31.6% | -57.5% | -35.7% |
| 3M | -11.5% | +33.9% | -45.4% | -24.2% |
| 6M | +18.9% | +31.4% | -12.5% | +1.5% |
| YTD | +35.2% | +51.6% | -16.4% | +4.9% |
| 1Y | +14.5% | +65.2% | -50.7% | -15.8% |
| 3Y | +313.8% | +188.7% | +125.1% | +89.8% |
| 5Y | +32.6% | +55.7% | -23.1% | +19.2% |
| All | +32.6% | +57.3% | -24.7% | +19.2% |
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