+238.6%
RDW vs HAS
+45.4%
+193.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | +4.8% | -3.1% | +7.9% | +6.0% |
| 30D | -19.5% | -6.4% | -13.1% | -17.6% |
| 3M | -26.9% | +10.4% | -37.3% | -30.1% |
| 6M | +17.8% | -3.7% | +21.4% | +17.4% |
| YTD | +43.0% | +12.5% | +30.6% | +31.4% |
| 1Y | +32.1% | +19.8% | +12.2% | +17.3% |
| All | +238.6% | +45.4% | +193.2% | +103.0% |
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 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