+5,554.3%
NI vs HAS
+4,733.2%
+821.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.8% |
| 7D | +0.4% | +2.2% | -1.7% | +0.1% |
| 30D | +11.3% | +29.6% | -18.3% | +6.8% |
| 3M | +6.5% | +30.3% | -23.8% | +2.0% |
| 6M | -2.3% | +25.6% | -27.9% | -6.1% |
| YTD | +10.8% | +50.8% | -40.0% | +3.2% |
| 1Y | +6.2% | +63.0% | -56.8% | -2.3% |
| 3Y | +98.7% | +211.6% | -112.9% | +62.3% |
| 5Y | +111.3% | +50.4% | +60.9% | +91.0% |
| 10Y | +178.1% | +101.9% | +76.2% | +130.7% |
| All | +5,554.3% | +4,733.2% | +821.0% | +2,813.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling