+146.4%
NI vs HAS
+56.6%
+89.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.7% |
| 7D | +2.3% | -3.1% | +5.4% | +2.9% |
| 30D | -1.7% | -2.7% | +1.0% | -1.2% |
| 3M | -8.0% | +8.9% | -16.9% | -9.7% |
| 6M | -8.6% | -2.9% | -5.7% | -8.6% |
| YTD | +2.3% | +12.6% | -10.3% | -0.8% |
| 1Y | +6.9% | +17.5% | -10.5% | +2.7% |
| 3Y | +70.6% | +46.2% | +24.3% | +53.4% |
| 5Y | +96.4% | +12.6% | +83.8% | +83.9% |
| All | +146.4% | +56.6% | +89.9% | +97.2% |
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