+7.9%
RDW vs HAS
+13.3%
-5.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +9.0% | +7.6% |
| 7D | +9.5% | -3.1% | +12.6% | +10.7% |
| 30D | -17.4% | -2.7% | -14.7% | -16.6% |
| 3M | -39.5% | +8.9% | -48.4% | -42.0% |
| 6M | +31.3% | -2.9% | +34.3% | +30.5% |
| YTD | +47.8% | +12.6% | +35.1% | +36.3% |
| 1Y | +33.8% | +17.5% | +16.4% | +20.9% |
| 3Y | +262.3% | +46.2% | +216.1% | +185.5% |
| 5Y | -5.7% | +12.6% | -18.3% | -18.7% |
| All | +7.9% | +13.3% | -5.4% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling