+284.7%
P vs HAS
+48.2%
+236.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.7% |
| 7D | +11.6% | +1.4% | +10.2% | +11.1% |
| 30D | -23.7% | +26.3% | -50.0% | -29.8% |
| 3M | -8.0% | +25.6% | -33.6% | -15.3% |
| 6M | +27.9% | +30.3% | -2.3% | +15.6% |
| YTD | +61.2% | +50.4% | +10.8% | +36.8% |
| 1Y | +28.6% | +57.7% | -29.1% | +7.0% |
| 3Y | +200.5% | +213.4% | -12.9% | +88.2% |
| All | +284.7% | +48.2% | +236.5% | +244.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling