+42.4%
ON vs HAS
+61.8%
-19.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +8.5% |
| 7D | -1.4% | +2.2% | -3.6% | -2.1% |
| 30D | -10.9% | +29.6% | -40.4% | -19.0% |
| 3M | -14.9% | +30.3% | -45.1% | -23.0% |
| 6M | -33.0% | +25.6% | -58.6% | -38.6% |
| YTD | +27.6% | +50.8% | -23.2% | -0.2% |
| All | +42.4% | +61.8% | -19.4% | +3.9% |
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