+6,287.0%
OMC vs HAS
+4,652.9%
+1,634.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +6.3% | -0.2% | +6.4% | +6.3% |
| 30D | +15.4% | +31.0% | -15.7% | +7.4% |
| 3M | +5.8% | +30.7% | -24.9% | -1.5% |
| 6M | +14.7% | +23.9% | -9.2% | +7.8% |
| YTD | +10.3% | +48.3% | -38.0% | -1.6% |
| 1Y | +23.2% | +60.2% | -37.0% | +7.6% |
| 3Y | +24.6% | +189.2% | -164.6% | -8.2% |
| 5Y | +50.1% | +50.4% | -0.3% | +28.7% |
| 10Y | +54.3% | +104.2% | -49.9% | +16.5% |
| All | +6,287.0% | +4,652.9% | +1,634.1% | +2,482.0% |
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