+14,183.4%
TER vs HAS
+3,598.5%
+10,584.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.7% |
| 7D | +0.6% | -1.8% | +2.4% | +1.4% |
| 30D | -8.3% | +2.3% | -10.5% | -9.3% |
| 3M | -12.2% | +10.4% | -22.6% | -16.0% |
| 6M | +17.1% | -3.2% | +20.3% | +17.9% |
| YTD | +84.7% | +15.4% | +69.3% | +72.2% |
| 1Y | +199.9% | +18.8% | +181.1% | +176.3% |
| 3Y | +232.8% | +43.9% | +188.8% | +176.7% |
| 5Y | +198.6% | +13.9% | +184.7% | +170.8% |
| 10Y | +1,669.7% | +56.4% | +1,613.3% | +1,187.4% |
| All | +14,183.4% | +3,598.5% | +10,584.9% | +3,161.4% |
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