+264.0%
SPOT vs HAS
+48.6%
+215.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.0% |
| 7D | -0.9% | -1.8% | +0.9% | -0.4% |
| 30D | +12.5% | +2.3% | +10.2% | +11.8% |
| 3M | +9.9% | +10.4% | -0.5% | +6.8% |
| 6M | +1.6% | -3.2% | +4.8% | +1.8% |
| YTD | -6.6% | +15.4% | -22.0% | -10.5% |
| 1Y | -22.9% | +18.8% | -41.7% | -26.9% |
| 3Y | +244.3% | +43.9% | +200.3% | +201.6% |
| 5Y | +117.8% | +13.9% | +103.9% | +102.9% |
| All | +264.0% | +48.6% | +215.4% | +215.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling