+589.4%
SE vs HAS
+30.2%
+559.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -6.1% | -1.8% | -4.3% | -5.3% |
| 30D | -2.5% | +2.3% | -4.7% | -3.3% |
| 3M | +21.7% | +10.4% | +11.4% | +16.1% |
| 6M | +27.0% | -3.2% | +30.2% | +27.6% |
| YTD | -12.1% | +15.4% | -27.5% | -18.6% |
| 1Y | -40.9% | +18.8% | -59.7% | -46.3% |
| 3Y | +191.0% | +43.9% | +147.1% | +133.0% |
| 5Y | -68.3% | +13.9% | -82.2% | -71.5% |
| All | +589.4% | +30.2% | +559.2% | +438.2% |
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