+70.7%
EEM vs HAS
+212.5%
-141.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +2.7% | +1.4% | +1.3% | +2.4% |
| 30D | -5.4% | +26.3% | -31.7% | -9.5% |
| 3M | -8.6% | +25.6% | -34.2% | -12.6% |
| 6M | -8.9% | +30.3% | -39.1% | -13.8% |
| YTD | +11.9% | +50.4% | -38.4% | +2.5% |
| 1Y | +13.1% | +57.7% | -44.6% | +2.5% |
| 3Y | +70.7% | +213.4% | -142.7% | +31.9% |
| All | +70.7% | +212.5% | -141.8% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling