+87.5%
U vs HAS
+212.5%
-125.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.8% | +6.0% | +5.7% |
| 7D | +2.6% | +1.4% | +1.2% | +1.5% |
| 30D | +27.6% | +26.3% | +1.3% | +7.8% |
| 3M | +15.3% | +25.6% | -10.3% | -2.3% |
| 6M | +96.4% | +30.3% | +66.1% | +60.1% |
| YTD | +19.6% | +50.4% | -30.8% | -15.2% |
| 1Y | +42.1% | +57.7% | -15.6% | -3.4% |
| 3Y | +87.5% | +213.4% | -125.8% | -32.3% |
| All | +87.5% | +212.5% | -125.0% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling