-33.3%
ROL vs HAS
+60.2%
-93.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | +3.4% | +3.3% | +0.1% | +2.7% |
| 30D | +20.8% | +30.5% | -9.8% | +14.1% |
| 3M | +3.7% | +29.9% | -26.2% | -2.0% |
| 6M | -27.7% | +26.5% | -54.2% | -30.7% |
| YTD | -34.9% | +51.9% | -86.9% | -38.9% |
| All | -33.3% | +60.2% | -93.5% | -39.1% |
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 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