+238.8%
SPOT vs HAS
+44.6%
+194.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | -0.9% | -1.8% | +0.9% | -0.7% |
| 30D | +12.5% | +2.3% | +10.2% | +12.2% |
| 3M | +9.9% | +10.4% | -0.5% | +8.7% |
| 6M | +1.6% | -3.2% | +4.8% | +1.8% |
| YTD | -6.6% | +15.4% | -22.0% | -7.2% |
| 1Y | -22.9% | +18.8% | -41.7% | -23.6% |
| All | +238.8% | +44.6% | +194.2% | +213.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling