-4.7%
RMD vs HAS
+61.8%
-66.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | +1.2% | +2.2% | -1.0% | +0.8% |
| 30D | +2.5% | +29.6% | -27.1% | -2.3% |
| 3M | +11.5% | +30.3% | -18.7% | +6.3% |
| 6M | +14.7% | +25.6% | -10.9% | +9.8% |
| YTD | -1.3% | +50.8% | -52.1% | -10.6% |
| All | -4.7% | +61.8% | -66.5% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling