+407.3%
RVMD vs HAS
+16.0%
+391.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -0.7% | -4.8% | +4.1% | -0.1% |
| 30D | +0.3% | -5.1% | +5.5% | +0.9% |
| 3M | +38.9% | +6.4% | +32.5% | +37.2% |
| 6M | +108.1% | -5.6% | +113.8% | +108.9% |
| YTD | +160.7% | +11.0% | +149.8% | +143.2% |
| 1Y | +407.3% | +16.8% | +390.5% | +380.7% |
| All | +407.3% | +16.0% | +391.3% | +380.7% |
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