+5,059.0%
NI vs HAS
+3,598.5%
+1,460.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +2.0% | -1.8% | +3.8% | +2.3% |
| 30D | -3.5% | +2.3% | -5.8% | -3.9% |
| 3M | -9.1% | +10.4% | -19.5% | -10.7% |
| 6M | -11.8% | -3.2% | -8.6% | -11.7% |
| YTD | +1.1% | +15.4% | -14.3% | -1.7% |
| 1Y | +6.7% | +18.8% | -12.1% | +3.2% |
| 3Y | +71.1% | +43.9% | +27.1% | +57.8% |
| 5Y | +94.3% | +13.9% | +80.4% | +83.4% |
| 10Y | +135.8% | +56.4% | +79.4% | +103.8% |
| All | +5,059.0% | +3,598.5% | +1,460.5% | +2,675.2% |
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 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