+3,309.9%
V vs HAS
+693.5%
+2,616.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.7% |
| 7D | +2.9% | 0.0% | +3.0% | +3.0% |
| 30D | +14.0% | +31.3% | -17.3% | +4.2% |
| 3M | +14.9% | +32.1% | -17.2% | +4.7% |
| 6M | +31.7% | +28.1% | +3.6% | +20.4% |
| YTD | +21.2% | +49.1% | -27.9% | +4.8% |
| 1Y | +25.3% | +60.5% | -35.3% | +5.6% |
| 3Y | +77.5% | +183.9% | -106.4% | +18.3% |
| 5Y | +102.6% | +51.2% | +51.4% | +65.0% |
| 10Y | +464.3% | +105.3% | +359.1% | +266.2% |
| All | +3,309.9% | +693.5% | +2,616.4% | +1,067.8% |
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