+425.4%
SN vs HAS
+109.8%
+315.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.1% |
| 7D | +3.8% | 0.0% | +3.9% | +3.9% |
| 30D | +17.5% | +31.3% | -13.8% | +2.4% |
| 3M | +19.2% | +32.1% | -12.9% | +3.3% |
| 6M | +84.9% | +28.1% | +56.8% | +61.1% |
| YTD | +94.0% | +49.1% | +44.9% | +53.8% |
| 1Y | +151.3% | +60.5% | +90.8% | +91.2% |
| 3Y | +387.1% | +183.9% | +203.2% | +194.5% |
| All | +425.4% | +109.8% | +315.6% | +233.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling