+15.1%
TEAM vs HAS
+66.3%
-51.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -0.9% |
| 7D | -13.7% | +2.4% | -16.2% | -13.9% |
| 30D | -3.4% | +31.6% | -35.1% | -5.5% |
| 3M | +72.1% | +33.9% | +38.3% | +68.3% |
| 6M | +103.8% | +31.4% | +72.4% | +99.5% |
| YTD | +17.1% | +51.6% | -34.5% | +11.9% |
| 1Y | +15.1% | +65.2% | -50.1% | +7.4% |
| All | +15.1% | +66.3% | -51.2% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling