+8,630.0%
TER vs HAS
+4,652.9%
+3,977.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | -20.5% | -0.2% | -20.3% | -20.4% |
| 30D | -47.0% | +31.0% | -78.0% | -53.1% |
| 3M | -43.3% | +30.7% | -73.9% | -49.9% |
| 6M | -42.9% | +23.9% | -66.8% | -48.8% |
| YTD | +12.9% | +48.3% | -35.4% | -6.2% |
| 1Y | +18.2% | +60.2% | -42.1% | -5.0% |
| 3Y | +151.8% | +189.2% | -37.4% | +55.6% |
| 5Y | +54.2% | +50.4% | +3.8% | +23.2% |
| 10Y | +908.2% | +104.2% | +804.0% | +550.9% |
| All | +8,630.0% | +4,652.9% | +3,977.0% | +1,677.1% |
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