+57.5%
RMD vs HAS
+181.4%
-123.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.5% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +4.1% | +31.0% | -26.9% | -3.2% |
| 3M | +5.7% | +30.7% | -25.0% | -1.7% |
| 6M | +12.9% | +23.9% | -11.0% | +6.2% |
| YTD | -1.5% | +48.3% | -49.8% | -12.8% |
| 1Y | -4.8% | +60.2% | -65.0% | -17.7% |
| 3Y | +57.5% | +189.2% | -131.7% | +2.7% |
| All | +57.5% | +181.4% | -123.9% | +2.7% |
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 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