-7.6%
SPOT vs HAS
+58.8%
-66.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.1% |
| 7D | -2.6% | +1.6% | -4.2% | -3.1% |
| 30D | +13.5% | +26.6% | -13.1% | +5.6% |
| 3M | +22.2% | +29.0% | -6.7% | +13.1% |
| 6M | +38.3% | +30.6% | +7.7% | +28.2% |
| YTD | +3.1% | +51.5% | -48.5% | -1.1% |
| 1Y | -7.6% | +58.5% | -66.1% | -10.8% |
| All | -7.6% | +58.8% | -66.4% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling