-0.1%
SW vs HAS
+57.3%
-57.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.1% |
| 7D | +12.1% | +2.4% | +9.6% | +11.2% |
| 30D | +6.6% | +31.6% | -25.1% | -2.6% |
| 3M | -6.0% | +33.9% | -39.9% | -14.6% |
| 6M | +21.5% | +31.4% | -9.9% | +10.5% |
| YTD | +20.3% | +51.6% | -31.3% | +4.7% |
| 1Y | +28.1% | +65.2% | -37.0% | +8.9% |
| 3Y | +51.6% | +188.7% | -137.1% | +11.9% |
| 5Y | -0.1% | +55.7% | -55.8% | -16.0% |
| All | -0.1% | +57.3% | -57.4% | -16.0% |
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