+3,310.4%
V vs HAS
+689.3%
+2,621.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +2.2% | -0.2% | +2.3% | +2.3% |
| 30D | +13.6% | +31.0% | -17.4% | +3.9% |
| 3M | +14.3% | +30.7% | -16.4% | +4.5% |
| 6M | +33.1% | +23.9% | +9.2% | +23.1% |
| YTD | +21.2% | +48.3% | -27.1% | +5.0% |
| 1Y | +26.4% | +60.2% | -33.8% | +6.6% |
| 3Y | +77.6% | +189.2% | -111.6% | +17.6% |
| 5Y | +102.6% | +50.4% | +52.2% | +65.3% |
| 10Y | +464.4% | +104.2% | +360.2% | +266.9% |
| All | +3,310.4% | +689.3% | +2,621.0% | +1,070.0% |
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 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