+66.7%
RSP vs HAS
+204.3%
-137.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.9% |
| 7D | +0.4% | +2.2% | -1.7% | 0.0% |
| 30D | +3.7% | +29.6% | -25.9% | -2.3% |
| 3M | +0.8% | +30.3% | -29.5% | -5.2% |
| 6M | +9.1% | +25.6% | -16.5% | +3.1% |
| YTD | +16.7% | +50.8% | -34.1% | +4.8% |
| 1Y | +19.7% | +63.0% | -43.3% | +5.2% |
| 3Y | +66.7% | +211.6% | -144.9% | +21.8% |
| All | +66.7% | +204.3% | -137.6% | +21.8% |
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 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