+147.7%
P vs HAS
+44.2%
+103.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +6.5% | -1.8% | +8.3% | +7.1% |
| 30D | +18.8% | +2.3% | +16.6% | +18.2% |
| 3M | +26.7% | +10.4% | +16.4% | +22.6% |
| 6M | +62.2% | -3.2% | +65.4% | +62.4% |
| YTD | +48.5% | +15.4% | +33.1% | +39.2% |
| 1Y | +26.4% | +18.8% | +7.6% | +16.9% |
| All | +147.7% | +44.2% | +103.5% | +99.6% |
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 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