+743.1%
SW vs HAS
+451.1%
+291.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.6% |
| 7D | +12.1% | +2.4% | +9.6% | +11.6% |
| 30D | +6.6% | +31.6% | -25.1% | +1.7% |
| 3M | -6.0% | +33.9% | -39.9% | -10.6% |
| 6M | +21.5% | +31.4% | -9.9% | +15.6% |
| YTD | +20.3% | +51.6% | -31.3% | +12.0% |
| 1Y | +28.1% | +65.2% | -37.0% | +17.8% |
| 3Y | +51.6% | +188.7% | -137.1% | +28.9% |
| 5Y | -0.1% | +55.7% | -55.8% | -9.8% |
| 10Y | +189.7% | +108.8% | +81.0% | +146.8% |
| All | +743.1% | +451.1% | +291.9% | +556.2% |
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