+2,771.1%
NOW vs HAS
+339.1%
+2,432.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | -2.4% | -1.8% | -0.6% | -1.8% |
| 30D | +20.5% | +2.3% | +18.2% | +19.6% |
| 3M | +18.3% | +10.4% | +8.0% | +14.1% |
| 6M | +24.1% | -3.2% | +27.3% | +23.3% |
| YTD | -7.8% | +15.4% | -23.2% | -14.2% |
| 1Y | -21.4% | +18.8% | -40.2% | -27.8% |
| 3Y | +19.5% | +43.9% | -24.4% | -0.5% |
| 5Y | +4.1% | +13.9% | -9.8% | -6.8% |
| 10Y | +826.4% | +56.4% | +770.0% | +571.8% |
| All | +2,771.1% | +339.1% | +2,432.1% | +1,402.2% |
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