-2.7%
TEAM vs HAS
+61.8%
-64.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.6% |
| 7D | -17.2% | +2.2% | -19.4% | -17.3% |
| 30D | -25.1% | +29.6% | -54.7% | -26.6% |
| 3M | +3.9% | +30.3% | -26.4% | +1.6% |
| 6M | +69.1% | +25.6% | +43.5% | +64.8% |
| YTD | -4.5% | +50.8% | -55.3% | -8.5% |
| All | -2.7% | +61.8% | -64.4% | -7.3% |
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