+350.4%
SU vs HAS
+10.8%
+339.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.1% | +1.9% |
| 7D | +1.6% | -4.8% | +6.4% | +2.5% |
| 30D | +10.7% | -5.1% | +15.9% | +11.7% |
| 3M | +13.5% | +6.4% | +7.1% | +11.8% |
| 6M | +21.8% | -5.6% | +27.5% | +22.3% |
| YTD | +58.8% | +11.0% | +47.9% | +53.3% |
| 1Y | +72.0% | +16.8% | +55.2% | +63.8% |
| 3Y | +121.7% | +44.0% | +77.7% | +98.1% |
| 5Y | +350.4% | +11.0% | +339.4% | +346.8% |
| All | +350.4% | +10.8% | +339.6% | +346.8% |
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 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