+96.0%
RSG vs HAS
+51.6%
+44.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | +2.0% | +3.3% | -1.3% | +1.6% |
| 30D | +14.2% | +30.5% | -16.4% | +11.4% |
| 3M | +15.8% | +29.9% | -14.1% | +12.9% |
| 6M | +24.6% | +26.5% | -2.0% | +21.8% |
| YTD | +18.2% | +51.9% | -33.7% | +13.4% |
| 1Y | +22.8% | +60.9% | -38.1% | +17.1% |
| 3Y | +62.4% | +215.0% | -152.6% | +41.2% |
| 5Y | +96.0% | +51.5% | +44.5% | +96.6% |
| All | +96.0% | +51.6% | +44.5% | +96.6% |
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