-4.4%
RMD vs HAS
+48.2%
-52.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.5% |
| 7D | +2.1% | +1.4% | +0.7% | +1.7% |
| 30D | +2.1% | +26.3% | -24.2% | -4.5% |
| 3M | +6.2% | +25.6% | -19.4% | -0.5% |
| 6M | +19.4% | +30.3% | -10.9% | +10.2% |
| YTD | +0.5% | +50.4% | -49.8% | -11.7% |
| 1Y | -3.9% | +57.7% | -61.7% | -16.9% |
| 3Y | +72.5% | +213.4% | -140.8% | +17.5% |
| All | -4.4% | +48.2% | -52.6% | -16.6% |
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