+18.4%
U vs HAS
+66.3%
-47.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +3.9% |
| 7D | +7.5% | +2.4% | +5.1% | +6.7% |
| 30D | -7.0% | +31.6% | -38.7% | -15.0% |
| 3M | +20.6% | +33.9% | -13.3% | +9.5% |
| 6M | +53.2% | +31.4% | +21.8% | +39.8% |
| YTD | -3.9% | +51.6% | -55.5% | -25.3% |
| 1Y | +18.4% | +65.2% | -46.8% | -17.5% |
| All | +18.4% | +66.3% | -47.9% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling