+251.0%
SPOT vs HAS
+42.9%
+208.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -6.5% | -4.8% | -1.7% | -5.2% |
| 30D | +2.2% | -5.1% | +7.3% | +3.6% |
| 3M | +5.4% | +6.4% | -1.0% | +3.5% |
| 6M | -4.0% | -5.6% | +1.6% | -3.0% |
| YTD | -9.9% | +11.0% | -20.9% | -12.8% |
| 1Y | -27.3% | +16.8% | -44.1% | -30.7% |
| 3Y | +236.4% | +44.0% | +192.4% | +194.0% |
| 5Y | +112.6% | +11.0% | +101.6% | +99.6% |
| All | +251.0% | +42.9% | +208.1% | +207.3% |
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