+467.0%
TEAM vs HAS
+106.1%
+360.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | -17.2% | +2.2% | -19.4% | -17.8% |
| 30D | -25.1% | +29.6% | -54.7% | -31.6% |
| 3M | +3.9% | +30.3% | -26.4% | -5.4% |
| 6M | +69.1% | +25.6% | +43.5% | +55.2% |
| YTD | -4.5% | +50.8% | -55.3% | -19.0% |
| 1Y | -1.9% | +63.0% | -64.9% | -19.2% |
| 3Y | -9.3% | +211.6% | -220.9% | -41.8% |
| 5Y | -65.2% | +50.4% | -115.5% | -71.8% |
| 10Y | +467.0% | +101.9% | +365.1% | +307.1% |
| All | +467.0% | +106.1% | +360.9% | +307.1% |
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