+61.6%
RSP vs HAS
+182.9%
-121.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.5% |
| 7D | -1.4% | 0.0% | -1.4% | -1.4% |
| 30D | +2.1% | +31.3% | -29.2% | -4.1% |
| 3M | -0.9% | +32.1% | -33.0% | -7.1% |
| 6M | +7.5% | +28.1% | -20.6% | +1.1% |
| YTD | +14.6% | +49.1% | -34.5% | +3.1% |
| 1Y | +17.6% | +60.5% | -42.9% | +3.8% |
| All | +61.6% | +182.9% | -121.3% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling