+401.0%
SN vs HAS
+44.2%
+356.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -9.3% | -1.8% | -7.5% | -8.4% |
| 30D | -4.8% | +2.3% | -7.1% | -5.9% |
| 3M | +40.4% | +10.4% | +30.1% | +32.7% |
| 6M | +50.9% | -3.2% | +54.2% | +51.5% |
| YTD | +54.9% | +15.4% | +39.5% | +39.6% |
| 1Y | +43.0% | +18.8% | +24.2% | +26.6% |
| All | +401.0% | +44.2% | +356.8% | +305.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling