-7.9%
TEAM vs HAS
+44.2%
-52.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.4% | -1.8% | +1.4% | +0.2% |
| 30D | +67.3% | +2.3% | +65.0% | +66.1% |
| 3M | +86.8% | +10.4% | +76.4% | +80.6% |
| 6M | +146.8% | -3.2% | +150.1% | +146.9% |
| YTD | +16.9% | +15.4% | +1.5% | +8.0% |
| 1Y | +12.8% | +18.8% | -6.0% | +2.6% |
| All | -7.9% | +44.2% | -52.1% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling