+755.0%
SW vs HAS
+319.5%
+435.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | -5.1% | -1.8% | -3.3% | -4.8% |
| 30D | -4.6% | +2.3% | -6.8% | -4.9% |
| 3M | +9.4% | +10.4% | -1.0% | +7.6% |
| 6M | +3.5% | -3.2% | +6.7% | +3.8% |
| YTD | +22.0% | +15.4% | +6.6% | +19.1% |
| 1Y | +2.2% | +18.8% | -16.6% | -0.7% |
| 3Y | +19.6% | +43.9% | -24.3% | +11.7% |
| 5Y | -2.3% | +13.9% | -16.2% | -7.2% |
| 10Y | +181.4% | +56.4% | +124.9% | +151.4% |
| All | +755.0% | +319.5% | +435.5% | +597.5% |
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