+63,032.1%
SU vs HAS
+4,755.6%
+58,276.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | +0.3% | +1.6% | -1.3% | +0.2% |
| 30D | -7.9% | +26.6% | -34.5% | -10.2% |
| 3M | +9.2% | +29.0% | -19.8% | +6.2% |
| 6M | +5.5% | +30.6% | -25.1% | +2.3% |
| YTD | +59.5% | +51.5% | +8.0% | +51.8% |
| 1Y | +59.9% | +58.5% | +1.5% | +51.5% |
| 3Y | +130.3% | +214.1% | -83.8% | +101.5% |
| 5Y | +225.3% | +50.2% | +175.1% | +203.8% |
| 10Y | +237.5% | +100.0% | +137.4% | +204.8% |
| All | +63,032.1% | +4,755.6% | +58,276.5% | +50,792.8% |
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 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