+11.1%
SMR vs HAS
+12.7%
-1.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.4% | +17.7% | +16.4% |
| 7D | +21.4% | -3.1% | +24.5% | +23.0% |
| 30D | +13.8% | -2.7% | +16.6% | +15.2% |
| 3M | +3.9% | +8.9% | -5.0% | -0.8% |
| 6M | -4.2% | -2.9% | -1.3% | -3.6% |
| YTD | -21.1% | +12.6% | -33.7% | -26.3% |
| 1Y | -67.1% | +17.5% | -84.5% | -69.9% |
| 3Y | +88.9% | +46.2% | +42.6% | +37.4% |
| All | +11.1% | +12.7% | -1.6% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling