-6.6%
TEAM vs HAS
+63.0%
-69.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.1% |
| 7D | -22.2% | +3.3% | -25.5% | -22.4% |
| 30D | -28.1% | +30.5% | -58.7% | -29.6% |
| 3M | -2.2% | +29.9% | -32.0% | -4.4% |
| 6M | +62.2% | +26.5% | +35.7% | +57.9% |
| YTD | -8.4% | +51.9% | -60.3% | -12.3% |
| 1Y | -6.6% | +60.9% | -67.5% | -11.2% |
| All | -6.6% | +63.0% | -69.6% | -11.2% |
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 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