+17.5%
P vs HAS
+66.3%
-48.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.1% | -8.1% | -5.4% |
| 7D | -19.4% | +2.4% | -21.8% | -19.6% |
| 30D | -22.3% | +31.6% | -53.9% | -25.4% |
| 3M | +33.2% | +33.9% | -0.7% | +27.8% |
| 6M | +53.6% | +31.4% | +22.2% | +46.7% |
| YTD | +66.8% | +51.6% | +15.2% | +48.5% |
| 1Y | +17.5% | +65.2% | -47.6% | +4.6% |
| All | +17.5% | +66.3% | -48.8% | +4.6% |
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 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