+308.8%
SPOT vs HAS
+94.2%
+214.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.6% |
| 7D | +2.5% | +2.2% | +0.4% | +2.0% |
| 30D | +15.1% | +29.6% | -14.5% | +7.3% |
| 3M | +24.8% | +30.3% | -5.5% | +16.1% |
| 6M | +45.8% | +25.6% | +20.2% | +36.5% |
| YTD | +4.9% | +50.8% | -45.9% | -6.5% |
| 1Y | -1.3% | +63.0% | -64.3% | -13.9% |
| 3Y | +257.7% | +211.6% | +46.1% | +149.0% |
| 5Y | +118.5% | +50.4% | +68.1% | +89.0% |
| All | +308.8% | +94.2% | +214.6% | +229.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling