-25.1%
ON vs HAS
+44.2%
-69.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +2.4% | -1.8% | +4.2% | +3.4% |
| 30D | -3.3% | +2.3% | -5.6% | -4.7% |
| 3M | -43.6% | +10.4% | -53.9% | -47.0% |
| 6M | +19.0% | -3.2% | +22.2% | +19.1% |
| YTD | +37.4% | +15.4% | +21.9% | +23.3% |
| 1Y | +54.8% | +18.8% | +36.0% | +36.4% |
| All | -25.1% | +44.2% | -69.3% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling