+5,440.1%
NI vs HAS
+4,652.9%
+787.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.6% |
| 7D | -0.9% | -0.2% | -0.8% | -0.9% |
| 30D | +9.6% | +31.0% | -21.4% | +5.0% |
| 3M | +2.5% | +30.7% | -28.2% | -1.9% |
| 6M | -5.8% | +23.9% | -29.7% | -9.3% |
| YTD | +8.6% | +48.3% | -39.8% | +1.3% |
| 1Y | +6.0% | +60.2% | -54.2% | -2.3% |
| 3Y | +91.0% | +189.2% | -98.2% | +57.9% |
| 5Y | +104.8% | +50.4% | +54.3% | +85.0% |
| 10Y | +176.7% | +104.2% | +72.5% | +129.3% |
| All | +5,440.1% | +4,652.9% | +787.2% | +2,761.6% |
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