+63.2%
RIG vs HAS
+10.2%
+53.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.6% |
| 7D | -2.7% | -3.1% | +0.4% | -1.5% |
| 30D | +9.5% | -2.7% | +12.2% | +10.6% |
| 3M | -6.6% | +8.9% | -15.6% | -10.2% |
| 6M | -2.9% | -2.9% | +0.1% | -3.3% |
| YTD | +39.5% | +12.6% | +26.8% | +29.8% |
| 1Y | +82.3% | +17.5% | +64.8% | +66.5% |
| 3Y | -29.6% | +46.2% | -75.8% | -42.6% |
| 5Y | +63.2% | +12.6% | +50.6% | +44.7% |
| All | +63.2% | +10.2% | +53.0% | +44.7% |
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 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