-80.9%
SMR vs HAS
+61.8%
-142.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +6.6% |
| 7D | +1.7% | +2.2% | -0.5% | +1.1% |
| 30D | -24.4% | +29.6% | -54.0% | -30.7% |
| 3M | -44.6% | +30.3% | -74.9% | -49.3% |
| 6M | -56.7% | +25.6% | -82.3% | -60.1% |
| YTD | -61.6% | +50.8% | -112.4% | -68.6% |
| All | -80.9% | +61.8% | -142.7% | -83.5% |
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