-50.3%
TEAM vs HAS
+13.4%
-63.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -0.4% | -1.8% | +1.4% | +0.4% |
| 30D | +67.3% | +2.3% | +65.0% | +65.6% |
| 3M | +86.8% | +10.4% | +76.4% | +77.5% |
| 6M | +146.8% | -3.2% | +150.1% | +145.7% |
| YTD | +16.9% | +15.4% | +1.5% | +5.0% |
| 1Y | +12.8% | +18.8% | -6.0% | -0.8% |
| 3Y | -7.3% | +43.9% | -51.2% | -28.5% |
| All | -50.3% | +13.4% | -63.7% | -51.0% |
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