+802.8%
TEAM vs HAS
+90.8%
+712.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 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% | +80.1% |
| 6M | +146.8% | -3.2% | +150.1% | +146.1% |
| YTD | +16.9% | +15.4% | +1.5% | +8.9% |
| 1Y | +12.8% | +18.8% | -6.0% | +3.7% |
| 3Y | -7.3% | +43.9% | -51.2% | -22.4% |
| 5Y | -50.7% | +13.9% | -64.6% | -56.1% |
| 10Y | +529.8% | +56.4% | +473.4% | +384.0% |
| All | +802.8% | +90.8% | +712.0% | +586.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling