+19,368.3%
WELL vs HAS
+4,652.9%
+14,715.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | -0.1% |
| 7D | +4.4% | -0.2% | +4.6% | +4.5% |
| 30D | +10.8% | +31.0% | -20.2% | +4.7% |
| 3M | +4.2% | +30.7% | -26.5% | -1.6% |
| 6M | +14.0% | +23.9% | -9.9% | +8.4% |
| YTD | +33.4% | +48.3% | -14.9% | +21.8% |
| 1Y | +32.4% | +60.2% | -27.8% | +18.8% |
| 3Y | +194.7% | +189.2% | +5.5% | +128.2% |
| 5Y | +226.5% | +50.4% | +176.0% | +185.6% |
| 10Y | +429.8% | +104.2% | +325.7% | +322.7% |
| All | +19,368.3% | +4,652.9% | +14,715.4% | +10,575.5% |
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