+2.0%
RDW vs HAS
+14.9%
-12.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.9% |
| 7D | +0.9% | -1.1% | +1.9% | +1.2% |
| 30D | -21.3% | -2.8% | -18.5% | -20.5% |
| 3M | -37.9% | +10.1% | -48.0% | -40.6% |
| 6M | +12.3% | -1.4% | +13.6% | +10.7% |
| YTD | +39.7% | +14.2% | +25.6% | +28.3% |
| 1Y | +25.7% | +18.2% | +7.5% | +13.3% |
| 3Y | +230.8% | +48.6% | +182.2% | +159.1% |
| 5Y | -8.8% | +14.2% | -23.0% | -21.8% |
| All | +2.0% | +14.9% | -12.8% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling