+41,132.7%
RMD vs HAS
+1,197.7%
+39,935.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -5.0% | -1.8% | -3.2% | -4.6% |
| 30D | +2.2% | +2.3% | 0.0% | +1.7% |
| 3M | +17.8% | +10.4% | +7.5% | +14.9% |
| 6M | -11.3% | -3.2% | -8.1% | -11.1% |
| YTD | -4.4% | +15.4% | -19.8% | -8.4% |
| 1Y | -15.7% | +18.8% | -34.5% | -19.9% |
| 3Y | +47.7% | +43.9% | +3.8% | +31.8% |
| 5Y | -19.2% | +13.9% | -33.1% | -25.1% |
| 10Y | +280.4% | +56.4% | +224.0% | +212.3% |
| All | +41,132.7% | +1,197.7% | +39,935.0% | +21,798.6% |
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 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