-26.4%
SPOT vs HAS
+16.8%
-43.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.9% |
| 7D | -2.9% | -3.1% | +0.3% | -2.0% |
| 30D | +8.3% | -2.7% | +11.0% | +9.2% |
| 3M | +5.1% | +8.9% | -3.8% | +3.2% |
| 6M | -6.5% | -2.9% | -3.5% | -5.6% |
| YTD | -9.0% | +12.6% | -21.6% | -6.0% |
| 1Y | -26.4% | +17.5% | -43.9% | -23.7% |
| All | -26.4% | +16.8% | -43.2% | -23.7% |
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