+86.2%
SU vs HAS
+66.3%
+19.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -4.3% |
| 7D | -7.1% | +2.4% | -9.5% | -6.9% |
| 30D | +4.8% | +31.6% | -26.9% | +6.3% |
| 3M | +12.5% | +33.9% | -21.4% | +14.3% |
| 6M | +6.5% | +31.4% | -25.0% | +8.4% |
| YTD | +65.8% | +51.6% | +14.2% | +68.8% |
| 1Y | +86.2% | +65.2% | +21.0% | +89.8% |
| All | +86.2% | +66.3% | +19.8% | +89.8% |
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