+11.3%
O vs HAS
+66.3%
-55.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | -0.1% | +2.7% |
| 7D | +5.8% | +2.4% | +3.4% | +5.6% |
| 30D | +10.7% | +31.6% | -20.9% | +8.1% |
| 3M | -4.5% | +33.9% | -38.4% | -6.8% |
| 6M | -4.1% | +31.4% | -35.5% | -6.4% |
| YTD | +9.8% | +51.6% | -41.8% | +7.6% |
| 1Y | +11.3% | +65.2% | -53.9% | +9.7% |
| All | +11.3% | +66.3% | -55.0% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling