+110.2%
SPOT vs HAS
+50.4%
+59.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.7% |
| 7D | +1.6% | -0.2% | +1.8% | +1.7% |
| 30D | +17.6% | +31.0% | -13.5% | +7.5% |
| 3M | +26.9% | +30.7% | -3.7% | +16.2% |
| 6M | +41.8% | +23.9% | +17.9% | +31.5% |
| YTD | +3.8% | +48.3% | -44.5% | -9.3% |
| 1Y | -2.5% | +60.2% | -62.7% | -17.1% |
| 3Y | +260.6% | +189.2% | +71.3% | +122.9% |
| All | +110.2% | +50.4% | +59.8% | +119.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling