+455.3%
SN vs HAS
+112.2%
+343.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.3% | +2.1% |
| 7D | +7.6% | +2.2% | +5.5% | +6.5% |
| 30D | +24.1% | +29.6% | -5.5% | +8.9% |
| 3M | +23.7% | +30.3% | -6.6% | +8.0% |
| 6M | +105.5% | +25.6% | +79.9% | +81.2% |
| YTD | +105.1% | +50.8% | +54.3% | +61.7% |
| 1Y | +148.3% | +63.0% | +85.3% | +87.4% |
| 3Y | +438.7% | +211.6% | +227.1% | +218.3% |
| All | +455.3% | +112.2% | +343.2% | +250.6% |
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