+10.9%
RDW vs HAS
-2.6%
+13.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.8% |
| 7D | +3.6% | -4.8% | +8.4% | +3.2% |
| 30D | -18.4% | -5.1% | -13.3% | -18.7% |
| 3M | -32.1% | +6.4% | -38.4% | -32.2% |
| 6M | +10.9% | -5.6% | +16.5% | +15.7% |
| All | +10.9% | -2.6% | +13.5% | +15.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling