+19,622.0%
WELL vs HAS
+4,857.2%
+14,764.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.5% |
| 7D | +0.1% | +2.0% | -1.9% | -0.3% |
| 30D | +7.8% | +30.9% | -23.1% | +1.8% |
| 3M | +10.2% | +28.8% | -18.5% | +4.4% |
| 6M | +16.4% | +32.3% | -16.0% | +9.2% |
| YTD | +35.2% | +54.7% | -19.5% | +22.3% |
| 1Y | +30.5% | +63.2% | -32.8% | +16.6% |
| 3Y | +206.1% | +220.7% | -14.6% | +131.9% |
| 5Y | +228.3% | +53.3% | +174.9% | +186.1% |
| 10Y | +468.3% | +104.2% | +364.1% | +352.8% |
| All | +19,622.0% | +4,857.2% | +14,764.8% | +10,621.2% |
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