-65.8%
TEAM vs HAS
+49.5%
-115.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.9% |
| 7D | -16.9% | +1.6% | -18.5% | -17.5% |
| 30D | -26.8% | +26.6% | -53.4% | -34.9% |
| 3M | -1.9% | +29.0% | -30.9% | -13.7% |
| 6M | +79.2% | +30.6% | +48.6% | +55.4% |
| YTD | -6.1% | +51.5% | -57.6% | -26.6% |
| 1Y | -2.1% | +58.5% | -60.5% | -25.5% |
| 3Y | -13.6% | +214.1% | -227.7% | -59.2% |
| 5Y | -65.8% | +50.2% | -116.0% | -71.0% |
| All | -65.8% | +49.5% | -115.3% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling