+239.3%
SLV vs HAS
+1,018.6%
-779.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.1% | -0.2% | +5.2% | +5.1% |
| 30D | -12.9% | +31.0% | -43.9% | -15.6% |
| 3M | -16.1% | +30.7% | -46.7% | -18.7% |
| 6M | -33.2% | +23.9% | -57.1% | -35.0% |
| YTD | -27.2% | +48.3% | -75.6% | -30.6% |
| 1Y | +7.6% | +60.2% | -52.6% | +1.8% |
| 3Y | +122.3% | +189.2% | -66.9% | +95.9% |
| 5Y | +109.7% | +50.4% | +59.3% | +95.7% |
| 10Y | +168.4% | +104.2% | +64.3% | +131.9% |
| All | +239.3% | +1,018.6% | -779.2% | +138.6% |
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