+78.7%
SO vs HAS
+48.2%
+30.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.3% |
| 7D | +1.4% | +1.4% | 0.0% | +1.2% |
| 30D | +4.7% | +26.3% | -21.6% | +2.2% |
| 3M | +1.7% | +25.6% | -23.9% | -0.7% |
| 6M | +2.2% | +30.3% | -28.1% | -0.7% |
| YTD | +10.0% | +50.4% | -40.4% | +5.0% |
| 1Y | +6.0% | +57.7% | -51.7% | +0.7% |
| 3Y | +54.1% | +213.4% | -159.3% | +32.2% |
| All | +78.7% | +48.2% | +30.5% | +68.1% |
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