+2,111.6%
NOW vs HAS
+476.9%
+1,634.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.3% |
| 7D | -27.5% | +2.4% | -30.0% | -28.2% |
| 30D | -20.0% | +31.6% | -51.6% | -27.1% |
| 3M | -7.9% | +33.9% | -41.8% | -16.6% |
| 6M | +18.3% | +31.4% | -13.1% | +7.0% |
| YTD | -29.0% | +51.6% | -80.6% | -39.7% |
| 1Y | -38.7% | +65.2% | -103.9% | -49.6% |
| 3Y | -10.3% | +188.7% | -199.1% | -41.2% |
| 5Y | -22.5% | +55.7% | -78.2% | -37.4% |
| 10Y | +553.8% | +108.8% | +445.1% | +329.7% |
| All | +2,111.6% | +476.9% | +1,634.7% | +955.3% |
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