+142.6%
SN vs HAS
+59.5%
+83.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.9% |
| 7D | +7.2% | -0.2% | +7.3% | +7.2% |
| 30D | +20.4% | +31.0% | -10.6% | +10.1% |
| 3M | +23.9% | +30.7% | -6.8% | +13.3% |
| 6M | +93.0% | +23.9% | +69.1% | +79.7% |
| YTD | +99.2% | +48.3% | +50.9% | +60.1% |
| 1Y | +142.6% | +60.2% | +82.4% | +74.7% |
| All | +142.6% | +59.5% | +83.1% | +74.7% |
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