+11.6%
SPY vs HAS
+61.8%
-50.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +2.2% |
| 7D | +0.1% | +2.2% | -2.1% | -0.1% |
| 30D | -3.3% | +29.6% | -32.9% | -6.0% |
| 3M | -2.4% | +30.3% | -32.7% | -5.2% |
| 6M | +2.6% | +25.6% | -23.1% | 0.0% |
| YTD | +11.2% | +50.8% | -39.6% | +3.7% |
| All | +11.6% | +61.8% | -50.1% | +2.5% |
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