+454.5%
TEAM vs HAS
+106.0%
+348.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.0% |
| 7D | -19.7% | +2.0% | -21.7% | -20.2% |
| 30D | -26.6% | +30.9% | -57.5% | -33.3% |
| 3M | -1.1% | +28.8% | -29.8% | -9.5% |
| 6M | +74.6% | +32.3% | +42.3% | +57.3% |
| YTD | -6.0% | +54.7% | -60.7% | -21.0% |
| 1Y | -3.2% | +63.2% | -66.5% | -20.3% |
| 3Y | -13.5% | +220.7% | -234.2% | -45.1% |
| 5Y | -65.5% | +53.3% | -118.8% | -72.3% |
| 10Y | +454.5% | +104.2% | +350.3% | +296.6% |
| All | +454.5% | +106.0% | +348.5% | +296.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling