+2,287.1%
RSG vs HAS
+852.4%
+1,434.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.9% |
| 7D | +1.4% | +1.6% | -0.2% | +1.1% |
| 30D | +15.0% | +26.6% | -11.6% | +9.5% |
| 3M | +18.5% | +29.0% | -10.5% | +12.2% |
| 6M | +25.8% | +30.6% | -4.8% | +18.4% |
| YTD | +20.8% | +51.5% | -30.7% | +9.8% |
| 1Y | +24.8% | +58.5% | -33.7% | +12.3% |
| 3Y | +65.9% | +214.1% | -148.2% | +25.6% |
| 5Y | +99.1% | +50.2% | +48.8% | +73.7% |
| 10Y | +452.4% | +100.0% | +352.4% | +325.0% |
| All | +2,287.1% | +852.4% | +1,434.7% | +1,147.8% |
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