+78.4%
V vs HAS
+204.3%
-125.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.4% |
| 7D | -0.8% | +2.2% | -3.0% | -1.1% |
| 30D | +9.5% | +29.6% | -20.1% | +5.3% |
| 3M | +16.7% | +30.3% | -13.6% | +12.1% |
| 6M | +32.9% | +25.6% | +7.3% | +28.2% |
| YTD | +21.1% | +50.8% | -29.7% | +13.3% |
| 1Y | +26.6% | +63.0% | -36.4% | +17.2% |
| 3Y | +78.4% | +211.6% | -133.2% | +54.0% |
| All | +78.4% | +204.3% | -125.9% | +54.0% |
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