+1,980.5%
NOW vs HAS
+467.2%
+1,513.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.7% | -4.2% | -5.4% |
| 7D | -6.7% | 0.0% | -6.6% | -6.7% |
| 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% | +1.5% |
| YTD | -33.2% | +49.1% | -82.3% | -42.9% |
| 1Y | -41.8% | +60.5% | -102.3% | -51.7% |
| 3Y | -15.7% | +183.9% | -199.5% | -44.4% |
| 5Y | -26.0% | +51.2% | -77.3% | -39.7% |
| 10Y | +515.1% | +105.3% | +409.8% | +306.6% |
| All | +1,980.5% | +467.2% | +1,513.3% | +898.5% |
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