+193.4%
NI vs HAS
+97.5%
+95.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +4.3% | +1.4% | +2.9% | +4.0% |
| 30D | +12.4% | +26.3% | -13.9% | +7.3% |
| 3M | +10.2% | +25.6% | -15.4% | +5.3% |
| 6M | -0.8% | +30.3% | -31.1% | -6.1% |
| YTD | +13.2% | +50.4% | -37.1% | +3.8% |
| 1Y | +10.1% | +57.7% | -47.6% | -0.1% |
| 3Y | +103.1% | +213.4% | -110.3% | +56.5% |
| 5Y | +115.5% | +49.1% | +66.5% | +91.4% |
| All | +193.4% | +97.5% | +95.9% | +126.2% |
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 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