+333.1%
SLV vs HAS
+770.4%
-437.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.3% | -1.8% | +1.5% | -0.1% |
| 30D | +6.7% | +2.3% | +4.4% | +6.4% |
| 3M | -10.7% | +10.4% | -21.1% | -11.8% |
| 6M | -20.6% | -3.2% | -17.4% | -20.5% |
| YTD | -7.1% | +15.4% | -22.6% | -8.8% |
| 1Y | +62.0% | +18.8% | +43.2% | +58.5% |
| 3Y | +169.8% | +43.9% | +125.9% | +155.8% |
| 5Y | +161.5% | +13.9% | +147.6% | +151.8% |
| 10Y | +224.4% | +56.4% | +168.0% | +189.0% |
| All | +333.1% | +770.4% | -437.3% | +213.6% |
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