+3.9%
W vs HAS
+61.8%
-57.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.1% |
| 7D | +3.3% | +2.2% | +1.1% | +2.8% |
| 30D | +10.5% | +29.6% | -19.0% | +3.1% |
| 3M | +9.6% | +30.3% | -20.6% | +2.0% |
| 6M | +76.4% | +25.6% | +50.8% | +64.0% |
| YTD | +16.4% | +50.8% | -34.4% | -11.3% |
| All | +3.9% | +61.8% | -57.9% | -28.6% |
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