+209.9%
ON vs HAS
+1,086.0%
-876.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +2.4% | -1.8% | +4.2% | +3.4% |
| 30D | -3.3% | +2.3% | -5.6% | -4.5% |
| 3M | -43.6% | +10.4% | -53.9% | -46.7% |
| 6M | +19.0% | -3.2% | +22.2% | +19.2% |
| YTD | +37.4% | +15.4% | +21.9% | +25.6% |
| 1Y | +54.8% | +18.8% | +36.0% | +39.6% |
| 3Y | -25.2% | +43.9% | -69.1% | -40.0% |
| 5Y | +62.7% | +13.9% | +48.8% | +44.7% |
| 10Y | +574.3% | +56.4% | +517.9% | +382.1% |
| All | +209.9% | +1,086.0% | -876.1% | -20.6% |
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