-26.0%
NOW vs HAS
+52.6%
-78.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.7% | -4.2% | -5.4% |
| 7D | -6.7% | 0.0% | -6.6% | -6.6% |
| 30D | -25.8% | +31.3% | -57.1% | -32.3% |
| 3M | -12.7% | +32.1% | -44.8% | -20.5% |
| 6M | +11.2% | +28.1% | -16.9% | +1.6% |
| YTD | -33.2% | +49.1% | -82.3% | -43.3% |
| 1Y | -41.8% | +60.5% | -102.3% | -52.2% |
| 3Y | -15.7% | +183.9% | -199.5% | -47.9% |
| 5Y | -26.0% | +51.2% | -77.3% | -32.6% |
| All | -26.0% | +52.6% | -78.6% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling