-85.1%
HAPN price history and return analytics
+244.5%
-329.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.6% |
| 7D | +4.3% | +1.0% | +3.3% | +2.6% |
| 30D | -9.7% | -0.2% | -9.5% | -9.2% |
| 3M | +2.2% | +4.5% | -2.3% | -4.9% |
| 6M | +19.2% | +14.1% | +5.2% | -4.2% |
| YTD | -7.7% | +14.8% | -22.4% | -26.0% |
| 1Y | +6.0% | +21.2% | -15.2% | -21.8% |
| 3Y | +155.0% | +76.6% | +78.4% | +7.0% |
| 5Y | -42.5% | +66.6% | -109.1% | -70.9% |
| 10Y | -36.1% | +222.3% | -258.3% | -85.2% |
| All | -85.1% | +244.5% | -329.6% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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