+5,286.6%
O vs HAS
+1,833.7%
+3,452.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.1% |
| 7D | +3.5% | +3.3% | +0.3% | +2.8% |
| 30D | +10.4% | +30.5% | -20.1% | +3.8% |
| 3M | -2.4% | +29.9% | -32.3% | -8.3% |
| 6M | -1.2% | +26.5% | -27.8% | -7.0% |
| YTD | +10.4% | +51.9% | -41.5% | -0.7% |
| 1Y | +11.4% | +60.9% | -49.5% | -1.2% |
| 3Y | +40.4% | +215.0% | -174.6% | +3.8% |
| 5Y | +12.1% | +51.5% | -39.4% | -3.4% |
| 10Y | +82.7% | +102.2% | -19.5% | +39.0% |
| All | +5,286.6% | +1,833.7% | +3,452.9% | +2,598.1% |
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