+42,387.6%
RMD vs HAS
+1,567.6%
+40,820.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.6% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +4.1% | +31.0% | -26.9% | -2.3% |
| 3M | +5.7% | +30.7% | -25.0% | -0.8% |
| 6M | +12.9% | +23.9% | -11.0% | +6.8% |
| YTD | -1.5% | +48.3% | -49.8% | -11.1% |
| 1Y | -4.8% | +60.2% | -65.0% | -15.6% |
| 3Y | +57.5% | +189.2% | -131.7% | +19.7% |
| 5Y | -5.5% | +50.4% | -55.9% | -17.9% |
| 10Y | +357.8% | +104.2% | +253.6% | +253.2% |
| All | +42,387.6% | +1,567.6% | +40,820.0% | +21,156.1% |
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